July 28, 2017

Personal Financial Planning

Taxes and investments are key components of personal financial planning, but peace of mind comes from attention to all aspects of your financial life.

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The Importance of Integration

Does this sound familiar?

  • You go to a stockbroker for investment advice,
  • An insurance agent to buy insurance,
  • An attorney for estate planning,
  • A financial planner for a retirement plan.

You end up with several pieces of your personal financial plan in place, but each was developed independently by a different person at a differing time in your life. Not only may individual pieces no longer be appropriate for your current situation and goals, but your progress toward your goals may be slowed because pieces of your plan are working against each other. We’ll make sure you have what you need and that your money is working for you as efficiently as possible. Learn more about our personal holistic financial planning services.

Holistic Financial Planning for Life’s Transitions

Financial planning would be easy if life always progressed according to plan. But life is a series of transitions – some planned, some unplanned – and the financial decisions made during these transitions can be the most critical ones.

The time we take to understand you – your goals, your values, your relationships, your personal history, every aspect of your finances – and our availability to you as part of your retainer helps us be effective, trusted guides during your life’s transitions.

Would you have more peace of mind if you knew the most important things for your future were taken care of?  Contact us to learn more about the difference a holistic personal financial plan can make.

Tax Planning to Minimize Taxes to Build Wealth

Since we pay attention to all aspects of your financial life, we know when you can realize tax savings by:

  • taxform1Restructuring your investment portfolio,
  • Shifting income to dependents in lower tax brackets,
  • Claiming appropriate office-in-home deductions,
  • Maximizing retirement plan contributions,
  • Identifying all the deductions that apply to your small business,
  • Using charitable gifting strategies more effectively,
  • Or implementing other tax-saving strategies.

Timely Tax Advice You Can Trust

Senior African American couple at home

We are working with you throughout the year, not just when it’s time to file your return, so we spot new opportunities for tax savings as they arise, and you have the necessary time to act on our advice.

What would you do with more money to put toward your goals? Discover how much you could be saving on taxes.