FINANCIAL PLANNING:Through the collaborative nature of our financial planning tools, we include a review and analysis of your current financial picture, provide personal recommendations, and an action plan to achieve your goals with confidence. We believe that financial planning is most beneficial through an ongoing relationship and partnership to make the greatest positive impact on your success. Topic areas may include: Cash Flow & Debt Management, Investment Planning, College Planning, Retirement Planning, Tax Planning, Employee Benefits Optimization, Business Planning, Estate Planning, Charitable Giving, Insurance & Risk Management, and much more….INVESTMENT MANAGEMENT:Our job is to help you achieve your ideal life and your financial resources are often the best tool to achieve your goals. We provide continuous advice and ongoing investment management through your personal investment plan to ensure your portfolio aligns with your vision, values, and goals.