At Partners in Financial Planning, our long-term financial planning approach is centered on helping create a plan to invest in throughout life’s stages, tailor made for you.
Financial Freedom is for those clients who are beyond our Financial Foundations service and desire comprehensive, fee-only financial planning designed to provide a varied array of complex services. These services will match your needs and goals over all the days and years of your life and the lives of those you love. As your financial planning partners, we want to provide the services to keep you secure during all phases of your life’s journey.
This service includes:
- Goals Feasibility Analysis,
- Insurance planning, including health, life, disability, long-term care, and liability
- Retirement Cash Flow planning
- Investment and Retirement planning
- Estate planning (general recommendations as we aren’t attorneys)
- College planning strategies
- Investment Management – ongoing portfolio monitoring and rebalancing
- Income Tax planning
Additional services we provide:
- Tax Preparation (for an additional fee – see Tax Services)
- Small Business consulting
- Coordination with your other professional advisors such as attorneys, bankers, CPAs, and insurance agents
- Referrals to other professional advisors, as needed