Financial Planning isn’t a one–time event.

Your financial plan should change over time to address changes in your personal circumstances. In addition, our experienced financial planners can provide you with an objective, unemotional assessment of your finances. This objectivity ensures your plan meets your unique financial needs and can be an invaluable aid in helping you make sound financial decisions.

Why would I need financial planning? 

Do you have any of the following concerns? 

• Do I have enough money to last throughout retirement? 

 

• How will I fund a college education for my children or grandchildren? 

 

• How do I minimize taxes so that I keep more of my income? 

 

• How do I ensure my assets are optimally positioned? 

 

• How do I leave more of your assets to my heirs and/or charity? 

 

• Am I able to handle a crisis such as a serious illness, injury, disability, layoff or market downturn? 

 

• How do I make sure family members and heirs are taken care of in the event of a premature death and do I have enough life insurance?

 

• How do I transfer or sell my business interest on my terms? 

 

• What if my spouse or I need help paying for assisted living(long-term care)?

 

• How do I properly grow and protect my wealth before and through retirement?

 

​​If any of these matters have crossed your mind, you should consider speaking with one of our financial planners. 

Here’s what’s involved: 

1. Client Engagement Meeting
2. Data Gathering Meeting
3. Analyze Information
4. Plan Presentation 
5. Implementation
6. Ongoing Planning 

You and your financial planner will work together to identify and prioritize your short- and long-term financial goals. With this personal and in–depth understanding of your financial needs and concerns, your financial planner will create a customized plan with a timeline, strategies, and check points for building a financial future you can count on to help you meet your goals. 

 

Call To Work With One Of Our Savannah GA Financial Advisors Today.

Call (912) 999-1805

Or Schedule a meeting that works for you.