Personal Financial Planning

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What is personal financial planning? Personal financial planning focuses on individual needs versus the needs of a company and is a process where we help you identify your financial objectives and develop a strategy to achieve them. Our services encompass one or all of the following: Investment needs Insurance needs Tax planning Retirement planning Estate planning College planning Budgeting Life style planning Planning for a specific goal Investment Management We can help you implement your plan through our affiliate, AHP Financial Services, a Registered Investment Advisor. AHP Financial Services teams with Raymond James Financial Services to provide clients with a planning and fee-based consultative approach to managing investments.    Who needs personal financial planning? If you desire to take control of your finances - and the peace of mind that goes with it - consider an appointment with one of our professional financial planners. A financial planner can help you organize your finances, create wealth, save taxes and increase the return on your investments and other assets. Best of all, the cost of financial planning services pays for itself over the long term.   What are the steps of personal financial planning? We can take you through the six phases of the financial planning process: Gather data and determine current financial situation Establish goals and objectives; develop preliminary recommendations Discuss preliminary recommendations and develop final recommendations Prepare and deliver a written financial planning report Implement or coordinate implementation of recommendations Monitor and update plan Who to contact for more information For more information, please contact Dave Mikolajczak who is a Certified Specialist in Estate Planning (CSEP) in addition to being a CPA with over 30 years of financial and tax planning experience.

Home > Services > Personal Financial Planning