Financial Planning:
Each of our individual and business clients has unique needs. Our primary role is to understand your situation, then provide you with the information, advice, and solutions you need to make the best possible decisions about your financial future. As our financial team works with you, we will focus on your needs and goals. After analyzing your situation, our financial advisors develop a range of planning strategies for you to consider. Where appropriate, these specialized strategies can include a variety of both insurance and investment recommendations. Once you decide on a direction, we will collaborate with your other advisors to implement your plan to ensure any gaps in planning and identify potential missed opportunities in a coordinated effort that benefits you.
We work closely with Mike McCormack as our Financial Planning Partner, and will introduce you and set up the initial appointment with him.
This is another way that we can work as our client’s Business Partner/ Consultant.