Financial Planning

FINANCIAL PLANNING (Hourly services or Wealth Management)

These services are oriented toward developing written strategic plans for solving specific problems and/or reaching specific goals depending on family needs. The plan often includes but is not limited to:

  • Discover and help prioritize Client’s short and long-term goals and aspirations.
  • Gather and organize Client’s data and documents.
  • Analyze Client’s financial condition, strengths, challenges, threats and opportunities as they relate to the goals of the Client.
  • Retirement Income and Capital Needs Analysis
  • Develop an Investment strategy that attempts to balance Client’s goals and tolerance for risk (volatility).
  • Estate planning – review of documents
  • Education planning
  • Budgeting

HOURLY PLANNING IS AVAILABLE FOR INDIVIDUAL ITEMS VS. THE WEALTH MANAGEMENT SERVICES
For a no cost, no obligation consultation to discuss your individual situation please contact us.

 

About Us


A: Lehigh Valley, Pennsylvania.
T: 610-349-6307

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Financial Planning & Wealth Management