1200 Ashwood Parkway
Our comprehensive financial planning will take the stress away from planning and pursuing goals. With this holistic plan, you can spend more time with friends and family knowing your finances are taken care of.
Our personalized process looks at your goals and determines a plan that fosters independence for you, confidence for your family and more time with your loved ones.
We''ll analyze your financial statements/cash flow to understand current picture, maximize planning strategies, help develop cash flow, and help borrow money.
Analyze current benefits and their impact to your current and future financial picture. Evaluate alternative strategies to enhance current benefits package.
We'll review your insurance coverage(s) and review the effect rising healthcare costs have on your retirement nest egg. If there is no appropriate risk management and asset protection.
We'll evaluate your current investment strategy, recommend appropriate asset allocation and discuss alternatives designed to reduce tax liabilities for your assets.
We'll analyze your present retirement plans to determine their impact on pursuing your retirement needs/goals. Determine whether or not your retirement objectives are attainable in the event of a long-term disability or long-term care need.
We'll evaluate the specific needs and desires for education of your children. Analyze inflation adjusted projections and evaluate different tax favored investments for funding.
We'll review estate and tax plan to maximize estate preservation. Review current asset protection plan to preserve estate in the event of premature death, disability, health care need or liability event. Evaluate alternative strategies that may help reduce or eliminate estate taxes.
Don't Forget! Your comprehensive financial plan will include the most comprehensive planning softwares for clients and advisors. E-money's software includes: