Innovative Solutions

Financial Planning for Individuals and Small Business Owners

Financial Planning Approach

Taking a "big picture" view of a client's financial status and helping to better understand how various financial decisions are interrelated and how every financial decision has the potential to affect the client's overall financial situation.

 

  • • Cash Flow

    • Tax Planning

    • Investment Planning

    • Retirement Savings & Income Planning

    • Risk Management & Insurance

    • Estate Planning

  • • Financial Ratio Analysis and Valuation

    • Employee Benefits Evaluation

    • Tax Planning and Management

    • Executive Compensation and Ownership

    • Ownership and Entity Analysis

    • Risk Management, Asset Protection, and
    Contingency Planning

    • Exit Strategy and Succession Planning

  • • Asset Management

    • Insurances

    ○ Life
    ○ Annuity
    ○ Property & Casualty
    ○ Healthcare

The 7-Step Financial Planning Process

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