Comprehensive Finanacial Planning Services

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[moto_heading_shortcode title=”We Take Time to Understand Your Circumstances” text_align=”left” head_style=”h3″ __name=”moto_heading_shortcode”][moto_accordion_shortcode style=”2″ __name=”moto_accordion_shortcode”][accordion_list title=”Discussing Your Needs and Goals” __name=”accordion_list”][/accordion_list][accordion_list title=”Gathering Relevant Information” __name=”accordion_list”][/accordion_list][accordion_list title=”Helping to AVOID Costly Errors and Current Finanacial Mistakes” __name=”accordion_list”][/accordion_list][accordion_list title=”Creating a Clear :apos:Plan of Action:apos: to Make Wise Financial Choices” __name=”accordion_list”][/accordion_list][accordion_list title=”Keeping You In Control of the Planning Process Implementation” __name=”accordion_list”][/accordion_list][/moto_accordion_shortcode]
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ADV – Brent Emerick
ADV – Ivy Emerick
Form CRS
[moto_heading_shortcode title=”Overview” text_align=”left” head_style=”h3″ __name=”moto_heading_shortcode”]

FINANCIAL PLANNING IS A PROCESS of understanding the Stages and Transitions in LIFE, to crystallize short and long-term goals and to identify the RISKS that will derail an otherwise good FINANCIAL PLAN

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  • PoPortfolio evaluation and risk assessment
  • Recommendations in your best interest
  • Establish Charles Schwab accounts
  • Establish education planning accounts (Tax Credit)

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  • Financial organization
  • Estate planning and settlement assistance
  • Retirement income planning
  • Tax planning & preparation
  • Risk management

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  • Quarterly review and reporting
  • Active Investment management
  • Retirement account allocation monitoring
  • Retirement income cash flow

GET A FREE CONSULTATION

We would be honored to help you plan for your future.

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