We call this area Plan, because that is the foundation of any recommendation. Something we quote frequently, is the statement the prognosis without diagnosis is malpractice in any field. We work with our partners and our clients to truly understand what a client is trying to accomplish, prior to recommending any course of action. Too often the a client receives the Carte Blanche answer, and the product de jour becomes the solution they were looking forward. It takes time to plan, and it requires a serious look at individual, family and business goals. The carpenter follows the rule of measure twice and cut once, this rule also fits when creating a financial plan that will be dynamic enough to get you from here through retirement and beyond.
We focus on three specific concepts in this area, and invite you to learn more about each.