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Financial Planning, is about your quality of life and achieving your goals, not just the performance of your investment portfolio.
Are you investing money...
...Or designing a lifestyle based on your important goals that are in alignment with your most deeply held values?
The Value We Provide You
Helping you live your Ideal Life by facilitating a process which:
- Aligns your financial choices with your most deeply held values and your most important goals.
- Gets your entire financial house in order and keeps it that way.
- Provides you confidence that no matter what happens in the markets, the economy, or the world, you will be on track toward your goals.
- Frees up mental and physical space, as well as time, so you can focus on the things in your life which are more important than money.
Our objective is to help YOU achieve your goals.
Please Take The Next Step Towards Achieving Your Goals.
We invite you to discover more about the Values- Based Financial PlanningTM philosophy by requesting your complimentary copy of Values- Based Financial PlanningTM The Art of Creating an Inspiring Financial Strategy.
Give us a call: 989-875-2499
-or- Email me: firstname.lastname@example.org
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Investors who put off important investment decisions may face potential consequence to their future financial security.
It's important to make sure your retirement strategy anticipates health-care expenses.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Being healthy not only makes you feel good, it may also help you financially.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
It's easy to let investments accumulate like old receipts in a junk drawer.
You’ve made investments your whole life. Work with us to help make the most of them.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.