FINANCIAL
PLANNING

You are unique.

Your financial plan should be too.

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Financial Planning is the  process that binds together the pieces of a financial life into a comprehensive strategy. Our approach to financial planning, first and foremost, will adhere to the best practices in the profession, following the guidance of the CFP Board in their Practice Standards.

Solving isolated problems, in an integrated way.

Our approach to comprehensive financial planning involves solving isolated financial problems along with the broader financial strategy. The ability to maintain this bifocal view is what sets us apart from other advisors.
Helpful Links
Certified Financial Planner™ ProfileBroker CheckCFP BOARD CODE OF ETHICSCFA Institute code of ethics
TAX PLANNING?
Oh, you want to lower your taxes? I have an idea!"
"Yes! Tell me how!"
"It's easy, all you need to do is ask your boss for a pay cut!"

Not all advice is good advice

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Take Tax Planning, for example, if we decided that managing taxes was the ultimate goal, we would inevitably make bad choices. Keeping things in the right perspective is critical.

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We always need to focus on 'The Big Picture". That's what we do well. We're also know not to forget the little things.

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(Disclaimer: don't ask your boss for a pay cut without consulting with a financial professional. If they recommend that you do, consider getting a second opinion).

The Pillars of Financial Planning
Retirement PlanningEstate PlanningInsurance PlanningTax Planning
Planning Topic Articles
Series I Bonds accrual method for kiddie tax
Series I Bonds 2023 Decisions
Series I Bond Strategies
Child Tax Credit 2021 and beyond
1099-NEC Filing Requirements
Tracking the Biden Tax Proposal

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