Financial Planning

Financial Planning

Your financial affairs are complex. As one area of your financial situation changes, it directly impacts others. We'll perform a thorough analysis to create your complete picture while supporting your goal with personalized service and a plan tailored to your lifestyle. Some of the issues we may address for your financial plan are:

  • Cash/debt management
  • Education funding
  • Stock option analysis
  • Life and disability insurance analysis
  • Investment plan review
  • Retirement planning
  • Estate planning
  • Charitable Giving
  • Gifting to children/descendants
  • Executor or Trust administration
  • Business succession planning

For more information please call (937) 283-3111 or 1-800-837-3011.