Plan Performance

Services for Individuals

Finances are complex. Economic and market conditions are always changing, life transitions happen – a lot can alter your plans. Are the strategies you have in place your best options? Our advisors provide a number of services to help manage your finances and specialize in creating custom plans that look at your total financial picture and goals for the long haul.

Are you looking for services for your organization? See services for organizations.

The Financial Planning Process

Your family, financial experiences, business and more will be the driving factors in creating a financial plan to help you work toward your goals. That’s why our advisors take time to listen and get to know you to understand where you are now and where you want to be financially. Our goal is to be your financial advocate, so our team uses the most sophisticated technology and industry insight to create a plan for your unique needs.

Proactive Planning

Is your financial advisor in your corner? With some firms, once they have your money, they don’t do too much with it on a proactive basis. Are they making the right investment moves to help you address your goals or is your money sitting there collecting fees? Our outside investment council provides strategies that allow us to make proactive investment decisions based on our unique view of the investment marketplace and economic outlook.

Customization

A financial plan depends on the person’s needs, which will vary from family to family. Maybe your focus is providing education for multiple generations in your family. Or maybe you want to make sure your retirement is secure. No matter what your ultimate goal is, our professionals can create a plan just for you.

Questions about our financial planning services? Fill out the contact form to the left to contact Michael Carlin.