Financial Planning
Included in our base fee is comprehensive financial planning.
Each of our client families begins the relationship with our firm by going through a comprehensive financial planning process.
This is the period of time where we get to know you and you get to know us. It takes about six to eight weeks and includes covering all your legal, financial, and personal issues. It involves three face to face meetings, lots of phone calls and emails, and includes the hard and soft issues.
After we establish a strong foundation, we continue to provide you and your family with advice all year long at no additional cost.
For example, if you are buying a car on a Saturday afternoon and are unsure of whether to buy or lease it, or whether to put it in the company’s name or your own name, we are there for you.
With one phone call, we can run the analysis for you and give you the right answers.
While we are on the phone we will shop for lending and lease terms, look up the dealers cost on that specific make, model, and options package, research what you should get for your trade in and the financing options available to you.
You will know about how much you should pay for the car, whether to buy or lease it, how it should be titled, and how much you should get for the trade in if you are trading something in. And that’s on a Saturday afternoon with no notice. Image what we can do for you if given time and a weekday.
Our planners are true professionals who do not sell investments, insurance, nor anything besides professional financial advice and counsel.
They work to serve you; our client.
It is the in-house planners job to stay on top of the latest developments and techniques in the financial planning arena, attend the national financial seminars, and contribute to the team effort of helping our clients.
They are the best in their fields and do nothing but planning.
Give us a call at 267-738-3350 now so we can introduce you to one today.
