Investing in a mutual fund or stock without a financial plan is like buying double-paned windows when you don’t own a house. The actual product may be a great, but if it doesn’t fit, or doesn’t work for what you need, it’s not of any real value to you.
Since settlements are in large part financial, Divorce Financial Planners can explain your options, help you set priorities, and lead you through the hard choices ahead. We work to assist divorce attorneys and clients with clarifying the financial effects of divorce.
When was the last time you looked at your investment portfolio with your long-term goals in mind? It may be time to review, revise, and reorganize your money to make sure you are set up to achieve everything you want in the future.
Does your company’s retirement plan work to recruit, retain and reward employees? It is important to review your plan regularly to ensure it is meeting the objectives of the company.
Employee education is the key to unlocking the full potential of any employer sponsored plan, ensuring the full benefits are achieved both for the company and the employees.
Many of the benefits that employers gain from offering a plan do not go in effect until a certain threshold of plan participants is met. We help you achieve your plan goals by providing quarterly education seminars to your employees.