Financial Planning

Financial planning is the assessment of an individual's overall financial standing with the intention of developing long term financial goals. Topics can include accumulation of pre and post retirement assets, purchase of a home or vehicle, starting a family, private school, college, insurance, social security,  retirement planning, etc.

MoneyGuidePro is the financial planning software used and is customer accessible. It provides a platform to gather and store your financial data to be used in planning. Clients can build a budget, create goals and concerns, healthcare cost and income needs in retirement, when to start social security, and how to fund retirement by creating different scenarios which probability of success is calculated.