YOUR COMPREHENSIVE FINANCIAL PLAN IS NOT A PHOTOGRAPH, BUT A MOTION PICTURE.
From scene to scene, we find that the markets shift violently, tax laws change and become more complex, insurance needs change, and your personal circumstances change. You need to know how to react. Major life changes such as retirement, marriage, childbirth, promotions, inheritances or sending a child to college can dramatically impact your finances. We will be with you to catch the changes when they happen, so we can make immediate adjustments, and refine your customized plan. Contact us to schedule your complimentary initial meeting.
Our holistic approach to financial planning begins with discussing the important things in your life, but the discussion doesn’t touch on money as we start the process. Our job at this stage is to listen and learn. We will delve deep to discover what is important to you, and discuss your hopes, goals, dreams and aspirations. As no two people are alike, no two financial plans are alike either. Developing a financial plan is one of the most important things that you can do for those you love. Our goal is to put you on a path toward financial security.
Once we have worked together to discover your life goals we will work to build a customized comprehensive financial plan that will help organize and simplify your life. The retirement plan will cover :
- Retirement planning
- Tax planning
- Social Security Planning
- Investment planning
- 401k rollovers
Additional planning services that we can cover include:
- Estate planning
- Business succession planning
- Insurance planning
- Education funding
- Charitable giving desires
Your customized financial plan will be constructed to be durable enough to help you weather the inevitable gyrations of the market. We can’t predict with certainty the ups and downs of the market, but we can do as much as possible to prepare for the down markets when they do occur. AHC Advisors will help you build a customized financial plan that delivers a sustainable, organized approach to achieving your goals. Contact us to schedule your complimentary initial meeting.