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Modular Planning

You may only want strategies to accomplish a specific goal or want to focus on targeted concerns. Addressing all of your financial goals and objectives at once may seem intimidating or unnecessary for your circumstances. Modular planning lends itself to problem solving and consulting in areas that are more limited in scope than traditional comprehensive financial planning. It can address a single or several areas of your finances so you receive essential financial guidance in those areas that are most important to you. Analysis and planning can relate to, but are not limited to, the following concerns:

  • Retirement Planning
  • Investment Planning
  • Household & Family Finances
  • Cash Flow Analysis and Budget
  • Strategic Goal Planning
  • Tax Planning
  • Life Transition Planning
  • Estate Planning
  • Asset Allocation
  • Insurance Need(s)
  • Education Planning