When you mention “Financial Planning” to most people, they think primarily about investing and stock brokers.

Comprehensive Financial Planning goes beyond investing to encompass: organizing your finances; determining how much you can safely spend in retirement; making sure you have proper insurance coverage; minimizing investment fees and determining the appropriate risk to take; reviewing employee benefits to take maximum advantage of what is offered; determining the key elements necessary to devise an estate plan; finding the best approach to save for college; minimizing taxes and so much more.

By analyzing your entire financial picture, we can reveal crucial shortcomings and build a clear roadmap to help you to achieve your goals while staying focused on the overall mission of achieving and maintaining financial independence. 

Please Contact Us to schedule a complimentary phone call with Edson Miller, CFP®, followed by a one-hour "Get Acquainted" meeting. We can discuss your needs, and you will receive a quote for our services. The current billing rate is $250 per hour, and a broad-based plan typically takes between 8 to 16 hours. We can also review a more specific area of your plan. For example, we can provide a second opinion on your current investment portfolio, help to organize your finances, determine how much to save for college, update your existing plan, or focus on any of the individual areas listed below: