Financial Planning

Financial planning and wealth management In order to better serve ALL of your financial needs, financial planning and wealth management services are provided by our affiliate Perimeter Wealth Advisors, Inc., a Registered Investment Advisor.

Developing a financial plan will allow you to:

  • Better understand your finances.
  • Set a plan of action that will allow you to reach your financial goals.
  • Establish a schedule for the implementation of your plan.

If you are interested in discussing this service, please give us a call and determine if our services might fit your needs.

If we both feel that the services of Perimeter Wealth Advisors, Inc. could benefit your financial picture, then we will set up a meeting to review your goals and determine the best way to reach those goals.

Prior to the meeting, we will ask you to complete a financial questionnaire in order for us to familiarize ourselves with your financial information. This advance preparation will allow the meeting to be more productive. There is no charge for this initial meeting.

Again, we appreciate the opportunity to serve ALL of your financial needs.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.