What is Financial Planning?
- Create income for life
- Leave the legacy you desire
Our role as your financial planner is to help you:
- Define your choices
- Take Action
To accomplish this, we believe that we must develop long term relationships with our clients. We need to understand your complete financial and life situation, including your goals, dreams and whatever obstacles might lay in the path. This requires both trust and time to accomplish. Financial planning is a process in which we are constantly working toward narrowing the Gap between where you are and where you want to be.
Rather than a static document, we utilize Wealth Vision through LPL Financial. This consolidates all your information in one place and provides an real time progress report with secure online access. An important feature is the ability to save copies of all your important documents in the Vault. This provides you with 24/7 secure access anywhere you have an internet connection.
No one has all the answers. Every area of financial planning becomes more complex each year due to new laws and regulations, financial products and services, the changing economic environment, etc. It is important the we, along with your other advisors, have a clear view of your ‘big picture’. We will coordinate with your other advisors as needed, including your:
- Trust company
- Property/casualty broker
- Anyone else you consider an important part of your team
Financial planning is life planning. It is an ongoing process to help you get where you want to go. To see more about our process and how we use Wealth Vision, please view this short video or download a Wealth Vision brochure.