Financial Planning

As a Certified Financial Planner™, Marcus is here to help guide you through the often overwhelming process of creating your financial blueprint. Through our affiliation with Eagle Strategies LLC, we are proud to provide comprehensive financial planning.  Our process includes:

1. Clarifying your financial goals and objectives.

2. Gathering information that is both directly and indirectly related to your goals and objectives. 

3. Reviewing and analyzing your current financial situation.  

4. Developing a personalized strategy to achieve your goals and objectives. 

5. Implementing your personalized strategy utilizing the appropriate financial tools.

6. Ongoing plan review as your needs and situation change over time. 

OUR SCOPE OF SERVICES INCLUDE:

PROTECTION PLANNING

Examining risks associated with premature death, disability and long-term care events. 

INVESTMENT PLANNING

Determining your risk tolerance, analyzing your existing portfolio versus your risk tolerance, and recommending changes as needed.

RETIREMENT PLANNING

Assessing retirement income goals versus identifiable sources of income and estimated retirement expenses. Developing the actions and decisions necessary to achieve those goals.

ESTATE PLANNING^*

An analysis of your current and projected estate in relation to taxes can be performed, with additional strategies modeled as needed.

In addition to the above, we offer Education Planning, Business Planning, Executive Benefits Planning, Cash Flow Planning and Debt Management Planning.

FINANCIAL PLANNING FEE

Our Financial Planning fee is based on several factors which are carefully considered, including, but not limited to the: depth of our engagement; depth of our analysis; and complexity of your financial circumstance. After an analysis of your financial situation, the exact financial planning fee will be determined. Financial Planning Fees are typically collected in full at time of engagement, though other arrangements are available.