8 Freebody Street,
First we get to know you and your family, your financial habits, your dreams and goals. We will gather information about your income, expenses, assets, liabilities and income taxes. We will ask questions about your financial goals and concerns.
Although each person's financial situation is unique; we often find one or more of these common goals:
During our planning process we will address your questions. How much can I spend in retirement? Can I afford a dream purchase? How long will my money last? How much should I be saving? Can I reduce my income taxes and/or estate taxes?
Once we have an understanding of your goals, together we can move forward with evaluating choices and making recommendations.