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Financial Planning

Your current financial position may not be obvious. We take the time to determine where you are today, where you want to end up, and work out a plan to determine how you are going to get there. 

As we work together to reach your financial goals, there will be life changes, some expected and some not.  Protecting your income and planning emergency reserves are important plans ways to plan for unexpected challenges.   Important expected events to plan for include education expenses and retirement needs.  We help with all those needs- expected or not.

Because life changes, your plan will change too.  That's why it is our goal to meet annually or semi-annually to review your progress.

  • Financial Position
  • Education Planning
  • Risk Management
  • Wealth Planning
  • Retirement Planning
  • Tax Planning
  • Business Planning

Our Process

We want to work with you to develop a plan which meets all your needs.  To do this, we have developed an extensive yet efficient five step process.  It may be more than you are used to, but it is not more than you deserve. 

Explain ------Establish ---------Evaluate ------- Execute ----------Review                

To learn more about Comprehensive financial planning Contact Robert Kruty.