We provide comprehensive financial planning by integrating five important areas of your life.
Gain confidence in your investments through a comprehensive framework based on your needs and resources, designed to lead you beyond the accumulation phase and into retirement.
Our knowledge and creative approach enables us to help you clarify your goals and identify the strategies that will help you achieve them. We take your investment planning seriously and will assist you with asset allocation as well as selecting investments that make the most sense for you. We know your family and career keep you busy, and you need sophisticated advice to formulate a comprehensive investment strategy.
Understanding the various insurance policies and finding the most suitable policy for our clients is one of the most important services we provide. Adequate insurance for death, disability, medical expenses and the cost of long-term care is essential. Whether your needs are for individual, family coverage or for group-business coverage, we will explain your choices and help you personalize a plan that fits your situation.
Understanding our tax system and how it impacts investing and planning is one of the most confusing elements today. Knowing how an investment is taxed is crucial to determining if that investment is right for you. At Financial Enlightenment, we take the mystery out of tax planning by providing comprehensive solutions customized to fit your evolving financial needs.
The legacy you leave is important to you and your loved ones. We will help you cover the details necessary to maximize wealth transfers to future generations. Professional guidance can help you pass on as much of your wealth as legally permissible – leaving an inheritance instead of a tax bill.