Situations change. Objectives shift. Financial markets change. You need to make the most correct, informed decisions about your financial life. You need someone to be watching out for you. You need Financial Decisions by your side.
Perhaps you’re recently widowed or divorced. Or you’ve inherited money. We’ll organize your financial data and implement a working plan. And we’ll help you understand the tax implications. Whatever the situation, whatever the objective, personal financial planning begins with a thorough, interactive review of your current situation.
With that information in hand, we’ll develop realistic and attainable short-, medium- and long-term objectives, always with attention to wealth accumulation and estate preservation.
- Cash flow analysis
- Tax planning
- Retirement planning
- Investment advising
- Mortgages and debt management
- Family estate planning
- Generational planning solutions
- Insurance and risk management
- Benefit and compensation reviews
- Charitable giving
- Educational funding