Financial Position

Financial Position

Our clients' financial position, goals, time horizon, and risk tolerance are the foundation for developing a comprehensive wealth strategy. It is critical that we start with an analysis of your true and accurate financial position, so we can design a personalized plan intended to maximize the achievement of your goals.

• Adequate cash reserves for emergencies
• Budgeting your expenses
• Credit card debt
• Issues related to divorce and second marriages
• Issues related to commission and self-employment income
• Income potential and saving potential
• Refinancing your mortgage