Financial Planning

Each of our financial planning processes are designed to create clarity for our Members. When making financial decisions it is helpful to have a team of professionals with over 300 years of collective experience on your side. Our team approach provides our Members with Certified Financial Planners, Certified Public Accountants, Certified Senior Advisors, Chartered Financial Analyst, Investment Advisors, Real Estate Professionals Tax Strategist and more. This team of professionals utilizes financial models and software to identify strategies to help achieve your Hopes and Dreams.

Financially, we begin with finding money that is being lost either unknowingly or unnecessarily in five key areas:

1.

Income Taxes

2.

Retirement Plans

3.

Your Home

4.

College Planning

5.

Major Purchases

Our team of professionals utilizes financial models and software to identify strategies to help achieve your Hopes and Dreams.