Financial planning is an ongoing process where we learn about your goals, current situation and expectations. We then design a personalized plan to achieve your goals. Sometimes, people aren't sure of what their goals might be. It's always helpful to write down what you want and where you see yourself in the future. Financial plans can be used to as a road map to achieve your goals and dreams. It will also help prepare you to face the unexpected. Creating a financial plan can provide valuable information and take the guess work out of planning for your future.
Financial Planning will answer questions you may other wise not be able to answer.
-Am I saving enough to retire when I want to?
-Is it better to invest my money or use it to pay off debt?
-Does my family have adequate protection in case of injury or premature death?
-Should I invest in a Roth or a Traditional IRA?
-Can I afford to pay my child's college tuition?