Financial Planning

Financial Planning Overview

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.

Our Process

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.

Understanding Your Story

At our first meeting, you’ll share with us your goals and aspirations, and we’ll begin to assess their financial implications. We’ll start collecting the information needed to create a picture of your current financial situation (such as your assets, liabilities, income, expenses and insurance protection).

Tailoring Your Strategy

With your financial information in hand, we roll up our sleeves and get to work. We analyze your current position, develop strategies to achieve your goals and test each under a variety of conditions until we’ve found options that fit your lifestyle.

Reviewing Your Options

We’ll present our analysis to you in a one-on-one meeting. Our interactive tools will show you where you stand today and what the future would look like under various conditions. We’ll review our recommendations, answer your questions and talk about what steps you can take to achieve your goals.

Taking Action

Once you’ve decided on your preferred options, we’ll work together to set your plan in motion. You’ll be able to track your progress towards your goals. And we’ll stay on alert for opportunities to improve your plan, which we’ll discuss with you during our quarterly and annual reviews. Remember: We’re always just a phone call away any time you have questions or changes you want to make.

Our Qualifications

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.