This Financial Planning Package Includes:

• Identification of your objectives, priorities and retirement income needs


• A review of your legal documents and estate plan by one of our attorneys


• A minimum of two face-to-face meetings with a qualified financial planner


• A written plan with analysis and recommendations, delivered as a PDF


• A Personal Financial View website for one year, to help you get organized

Whether you want to get the most from your savings or you want to ensure financial security for you and your loved ones, a financial plan can help you make solid decisions about important financial objectives, such as:

• Simplifying and organizing finances


• Investing and increasing your net worth


• Knowing if you have the income to retire


• Protecting household income


• Reducing the amount of taxes you pay