In today's challenging and ever changing economy, good planning is critical in helping you take control of your finances. As a result, Financial Advisors, Inc. works with you to create a comprehensive written, personalized financial plan providing you with a clear roadmap to your future. Our goal is to create a long-term relationship with you and be available to you throughout the years as your financial needs, goals and assets change. Nothing pleases us more than to see you become and remain financially independent.

We offer a full range of financial and corporate planning services including:

Financial Planning

• Retirement Planning
• Investment Analysis
• Educational funding
• Wealth Development
• Estate preservation
• Lump-Sum distribution
• Establishing and maintaining a 401(k) retirement plan or SEP-IRA profit sharing plan

Corporate Planning

Our corporate planning department can help your business structure and manage a wide variety of investment strategies. We work with companies of all sizes and corporate structures including sole practitioners, partnerships, S corporations and C corporations.

• 401(k)
• Profit Sharing
• Money Purchase Plans
• Simple IRA's Simple K's
• Non-qualified Deferred Compensation Plans
• Investment Policy Statements

Our process is as follows:

• Meet with you in person and gather relevant information and documents
• Determine your goals, priorities and risk tolerance
• Help you develop your own personal financial plan in writing
• Begin to implement strategies
• Review and adjust strategies as your situations change