Comprehensive Financial Planning
Financial planning today has taken on many new dimensions that never had to be considered by earlier generations. One consideration is that people are living longer. A person who turns 65 today could be expected to live as many as 30 years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.
Our team looks forward to assisting with:
- Estate planning and protection
- Retirement planning
- Risk management
- Saving for college
- Asset allocation