Investments

Financial Planning

Financial planning is no longer a do-it-yourself project. Ever changing tax laws, complicated investment products and complex legal issues can make your dreams of achieving financial success a real challenge. You need long-term planning with solid recommendations. Having a sound financial plan intact not only helps you prepare for your own future and financial stability; it could also impact the lives of your children and future generations. A properly structured plan also enables you to face any financial challenges that may arise throughout all stages of life. With assistance through our partnership with Integrated Financial Partners, Inc., (IFP) we can help you develop customized strategies to achieve your long-term goals, strengthen your financial security and maintain your quality of life. IFP is affiliated with Lincoln Financial Advisors Corp. a broker/dealer (Member SIPC) and a registered investment advisor. Through this affiliation, help is available as well as answers to the countless questions related to the inevitable life events you will encounter. Our financial planning experts can help you with:

  • Cash flow planning
  • College funding
  • Disaster planning
  • Emergency planning
  • Estate planning
  • Income preservation
  • Retirement planning
  • Special needs planning
  • Tax planning
  • Wealth accumulation
  • Family income protection strategies

Changes

Changes in our personal lives may cause changes in our financial life as well, so even if you have a plan it may need updating. Some of the events that usually require these financial updates include: retirement, purchase of a home, change in marital status, death of a close family member, personal injury/illness, change in employment status, birth or adoption of a child or starting or exiting a family business. You may also have questions about education funding or assisting parents through a life transition. Or you may just wonder if you’ve done everything possible to maximize all you’ve achieved in life. IFP can work with you to determine the appropriate course of action to help protect you and your family during these challenging times.

Mission

IFP’s mission is to take an objective long term approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed and to deliver objective, strategic and prudent advice designed to preserve, grow and transfer your assets – through careful long term financial planning. Using a proactive hands-on approach to meeting your financial challenges, taking your perspective, understanding your needs and satisfying them in a way that maximizes your security IFP can help you achieve your financial goals now and in the future. By coordinating all of your financial affairs, IFP can put together a comprehensive plan that helps you meet your short and long term financial goals and make a difference in your life We believe that it’s not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life.

Click here to learn more about IFP.