This can be connected to the bill pay service or can be the classic financial planning service. We utilize a major financial company to draw up a formal, fee based plan to achieve your short-term and long-term financial goals. This is a team approach as we do not sell product. We have seen it all, and know what makes sense and what doesn’t. Sometimes asset protection is needed. We have enormous resources and knowledge in this very complicated area. If you are a high earners or medical professional, this might be part of your overall planning process.
- Give personal financial planning advice, including help with financing a child’s education, buying a new home, estate and retirement planning
- Help clients to secure loans and credit Develop plans for savings and investments growth
- Predict future income and expenses