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Create Your Financial Plan

A personalized financial plan is a critical wealth-building tool.


Investing is only one component of wealth management. As with any other serious endeavor to pursue your long-term goals, you need a personalized and comprehensive plan that takes into account every area of your financial life.

Our CFPs® are certified by the Certified Financial Planner Board of Standards, Inc., whose mission is to “benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.”

While anyone can call themselves a financial planner, only CFPs® have been rigorously trained in 72 areas of financial expertise. 
Read more: Why Choose a CFP® Professional   


Our financial planning process includes: 

  • Cash flow: We’ll help you identify your long-term needs and plan for your money to last well beyond retirement. 
  • Risk management: Matching your risk, especially in your portfolio, to your personal risk-return objectives is essential. 
  • Investment planning: We start with the tool used by billion-dollar institutional portfolio managers—a personal investment policy statement . 
  • Education funding: We’ll optimize the tax efficiency of your education funding strategy. 
  • Retirement planning: We’re all living longer, and our mission is to create a plan so that your nest egg will last until you’re 100 years old. 
  • Estate planning: Let’s develop an estate plan that is tax efficient, protected, and stress free for your heirs.   

 

Let our client services team handle any of your wealth management questionsElspeth S. Campbell
Client Services Coordinator   
(510) 235-1046 Ext. 110 

We welcome the opportunity to discuss your financial plan or review an existing plan should you already have one. Feel welcome to request a complimentary consultation or contact our client services team for immediate assistance. 

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