Creating Financial Freedom!
Building and preserving your personal wealth requires specialized attention. The turmoil in the financial markets over the past few years has strained investor confidence and left many wondering what to do with their money. We recognize the need for competent and affordable professional advice and that’s why we are introducing a brand new service this year. We have formed an exclusive partnership with Trusted Wealth Management, Inc. to provide fee-only investment advice and financial planning services.
Todd Fields, CFP® has been in the financial services industry since 1999 and has built his business on the principles of honesty, integrity, and conservative values. Todd is offering our clients a full “Second Look™” review free of charge through April 15, 2012.
Through this partnership, we can help you...
-
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
-
Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.
-
Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.
-
Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.
-
Leave a legacy for your heirs by maximizing the value of your estate.
