Our Services
We are a full service financial planning and investment management firm. Using our six step financial planning process, we help our clients assess where they are now, where they would like to be, and how we can get there. 1) Establish and define the client-planner relationship 2) Gather data, including your goals and needs 3) Analyze and evaluate your current financial status 4) Develop and present financial planning recommendations and/or alternatives 5) Implement the recommendations based on your priorities 6) Monitor and review the plan and recommendations Some of the areas we help our clients with include: Tax Advantaged Financial Planning Investment Management Real Estate Investments and Tax Deferred Exchanges Insurance - Life, Long Term Care, Disability and Health Retirement Plans - IRAs, 401ks, Defined Benefit Plans College Saving Estate Planning Business Planning While Mark Ealy is a Certified Public Accountant, please consult with your tax and/or legal professional for details rearding your specifc tax circumstances.
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