Financial Planning

Our financial planning services provide a transparent, consistent relationship with each client. Whether you are seeking an ongoing relationship or a one-time review, we have the flexibility and expertise to serve as desired. Additionally, we lean on our advanced planning team to collaborate and make recommendations that we feel will produce the most favorable outcomes. Our financial planning services may be appropriate for clients who want personalized financial advice on their short- and long-term goals. 

Comprehensive Financial Planning 

Designed for clients who want advice that looks at their entire financial picture, giving them the confidence they need to keep moving forward. 

Core Topics:

  • Financial Position Review
  • Cash Flow
  • Net Worth
  • Production Inventory
  • Basic Estate Review                                                

Goal-Based Topics: 

  • Retirement
  • Education
  • Other Accumulation Goals
  • Future Financial Position Planning
  • Estate Planning
  • Employee Benefits Planning
  • Investment Planning
  • Income Tax Planning 

Ongoing Financial Planning

Designed for clients who want a higher level of consistency and accountability with their planning. Clients in this model receive access to their own financial portal and coordination with other professionals with whom they work. 

Comprehensive Services, plus 

  • Access to Advanced Planning Specialists
  • Executive Benefits Planning
  • Business Financial Planning
  • Special Needs Planning
  • Divorce Financial Planning 

Coordination with Outside Professionals:

  • Accountants
  • Attorneys 

Client access to your own Personal Financial Portal.

Ethan Lohr, CFP®

Partner, Financial Planning Principal