Our financial planning expertise is both deep and wide. Have a specific goal in mind? Our team will develop a custom-tailored strategy to help you achieve it, whether it’s figuring out how to pay for college, evaluating an employer’s benefit package, or maximizing your Medicare or pension benefits. For a holistic view of your finances, we can design a comprehensive financial plan to guide you through your career and into retirement.
We work in conjunction with the other financial professionals in your life to execute the strategies we recommend, coordinating with your Adviser Investments portfolio executive and your attorney, accountant, banker, insurance agent or real estate specialist as needed. Our goal is to act as the lynchpin of your financial team, providing seamless ongoing service and detailed advice to meet your specific needs and concerns.
If you’re in need of an in-depth review of your finances, our four-step planning process can help you take charge of your financial future.
Our financial planning team is led by Andrew Busa, a CERTIFIED FINANCIAL PLANNER™ professional. Patrick Carlson, J.D., provides our estate planning services. Our staff also includes Certified Senior Advisor®, Chartered Retirement Planning Counselor℠ and Accredited Wealth Management Advisor℠ designees.
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