Our Financial Planning Service

Building and preserving your personal wealth requires specialized attention. We provide one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your investment for you and your family.

We provide:

Retirement Plan: We will identify your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to met your retirement goals given your financial situation. We will identifying the best plan for you to retirement given your financial situation and risk tolerance.

College Funding: By accurately estimating the amount of money you’ll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.

Family Protection: We ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can’t manage them yourself.

Investment Management Review: We will work with your investment manager to identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.

A financial plan’s true value comes with its implementation. Let us help you attain financial goals.

Contact Us

Give us a call or email us to find out more.


IRS Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (I) avoiding penalties under the Internal Revenue Service (II) promotion, marketing or recommending to another party any transaction or matter addressed herein.

This is not a solicitation for sale of securities in any jurisdiction


Insurance products are provided through General Insurance & Risk Management Inc which is an affiliate of WAFP, WAFP is not paid a commission for sale of insurance product Insurance products are provided through multiple insurance carriers

Investment Risk

Investment and Insurance Products are not Insured by the FDIC or any Federal Government Agency Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested