Financial Planning

Financial planners may perform a wide range of tasks, including:

Setting goals. Our main job is to help you identify you short-term and long-term financial goals—buying a home, saving for retirement, funding education or starting a business—and make a plan to achieve those goals.

Financial analysis. As part of the goal-setting process, we will review your financial information—income, expenses, assets and liabilities—to evaluate your financial health and identify areas for improvement.

Retirement planning. Retirement is a key goal for everyone, and financial planners will help you determine how much you need to save in your plan, IRAs and other retirement accounts.

Investment advice. You’ll need to invest money to achieve most of your financial goals—especially retirement—so planners advise you on investment options and asset allocation based on your risk tolerance and time horizon.

Insurance planning. Understanding how much insurance you need can be big challenge for most people. Financial planners have the expertise to ensure you get the coverage you need.