A Financial Plan will help you determine:

	How much capital you will need to produce a comfortable income. Our goal is to maintain your current standard of living for the rest of you life.
	How long you will need the retirement capital.
	The potential effect of inflation on your savings, investments and future purchasing power.
	The kind of investments you'll need to produce the desired level of purchasing power throughout your retirement years.
	Asset Allocation Analysis will determine if your portfolio is properly diversified.
	Possible strategies to reduce your current income tax liability.
	If your current life insurance and disability income policies are up to date.
	The potential devastating effect of long-term health care costs and ensure that your assets are distributed according to your wishes.
	Estate Planning ideas that can reduce your transfer costs and ensure that your assets are distributed according to your wishes.
	Your present method of savings and investment and whether or not that method makes good use of your pre-tax and after-tax income.
	The amount you should set aside each month for savings and investments.
	How much capital you will need to fund college education.