Financial Planning Process

Gather datafact finder, tax forms, brokerage statements, retirement accounts statements, mutual fund and annuity statements, insurance policies

Establish goalscollege funding, comfortable retirement, income needs, second home, travel

Analyze Informationmutual fund and ETF due-diligence, retirement planning, asset allocation and risk tolerance analysis

Recommendationsproduct solutions: stocks, bonds, mutual funds, ETFs, annuities, life insurance plans, tax reduction strategies

Monitor and Updateannual reviews, twice a year email updates, monthly brokerage statements, cirstatements online reporting of your accounts