Whether you are an independent adult, Millennial with a young family, middle aged couple with teens, or nearing your retirement, we can show you how to take charge of your financial future. You will discover how to build a financial foundation consisting of protection, debt management, an emergency fund and investments, and strategies to accumulate wealth that are aligned with your age, goals, and risk tolerance.
Get Started on the Road to a Financially Secure, Happy and Fulfilling Life
Your consultation begins with an analysis of your special financial needs by an expert financial adviser. This one-hour free session includes a comprehensive assessment of your stage of life, special needs, income, living expenses, mortgages, car payments, anticipated future expenses, insurance coverage, investments, IRAs, annuities, and financial goals.
We ask you questions about your spending habits and your attitudes and beliefs that impact your financial patterns of behavior. If appropriate, we also ask about household members who will be impacted by financial decisions that are part of your plan for achieving financial security, asset protection, wealth accumulation and more.
Included with your consultation is a complimentary copy of the book, “Saving Your Future: Basic Principles of Building a Financial Foundation.” This valuable resource is filled with information that can help you to secure your financial future, regardless of the stage of your life.