Our primary goal is to positively impact the lives of our clients. We take the time to understand their unique needs and concerns, enabling us to develop tailored financial strategies that lay a solid foundation seeking future prosperity.
After crafting an individualized financial profile, we assist our clients in implementing their strategies. We conduct regular annual reviews to ensure their financial plan stays aligned with their evolving needs and goals.
Our proactive approach ensures our clients feel confident and secure, knowing they are actively working towards their outlined financial objectives.
Total Financial Planning includes:
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Money Purchasing Plans: A money purchasing plan is a type of defined contribution plan where employers make mandatory, fixed contributions to an employee's retirement fund based on a percentage of annual earnings. It offers tax advantages and a secure method to save for retirement.
Profit Sharing Plans: These are retirement plans that allow employees to share in the profits of a company. The company contributes a portion of its pre-tax profits to a pool that is distributed among eligible employees.
Charitable Accounts: Also known as Donor-Advised Funds, charitable accounts are an investment account specifically designed for charitable giving. They offer immediate tax benefits and allow the donor to recommend grants to their preferred charities over time.
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