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Wealth Management

Financial planning isn't just about investing money. It involves analyzing a family's or individual's financial life – helping to establish goals, defining needs, developing a plan of action, and coordinating the components of the plan to meet your objectives…financial peace of mind. The development, implementation, and periodic review of such a plan will be one of the keys to securing the financial future for you and your family. While every plan is unique to the individual, common components might include:

• Cash flow management and budgeting
• Retirement planning
• Estate planning and preservation
• Investment planning
• Portfolio management
• Insurance and risk management review
• Education funding
• Employee benefits planning
• Matrimonial planning
• Elder and long-term care planning
• Disaster planning


 
 
 

 

 


Check the background of this financial professional on FINRA's BrokerCheck.