...is the process through which goals can be reached and dreams come true. It's often been said, among those of us in the Financial Services industry, that many Americans spend more time planning their annual vacations than they do planning for their future. Financial planning can be proactive or passive. We help our clients plan for the future instead of just letting it happen to them.
A specific need or event in your life may trigger your desire to seek professional financial planning advice. An inheritance, a change of jobs, marriage, divorce, a financial set-back, or any of a number of factors might prompt you to seek advice.