Financial Planning

"A Failure To Plan Is A Plan To Fail"

"A Failure To Plan Is A Plan To Fail"

Most people spend more time planning a vacation than planning for retirement. We believe that a financial plan is needed for clients in all phases of their lives, and is cornerstone to any investment strategy. Our process is as follows:

  • We address your personal and financial circumstances
  • We identify, and select and prioritize your goals/wants/needs
  • We analyze your current course of action and offer alternatives
  • We make specific recommendations leveraging our experience
  • We will present a comprehensive plan, implement it, monitor it on a regular basis, and provide you with access to that plan in a format compatible with your computers and mobile devices of all kinds

Paul Murray is an Accredited Investment Fiduciary® (AIF®), and believes that every investor must address the Four Major Risks for to every investor: Tax Rate Risk, Market Risk, Longevity Risk, and Long-Term Care Risk. Our financial plans address these and other risks to ensure you meet our goals and can achieve a secure financial future. Contact us to learn more about our financial planning services.


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Learn More About Our Planning Services

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