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 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 comprehensive plan typically takes between 12 and 18 hours, covering the following areas: