Personal Financial Planning

Effective estate planning means heirs and dependents have fewer details to attend to after losing a loved one.

Wouldn’t it be great if you could get unbiased, professional financial planning advice that keeps your goals and your resources at the forefront of a strategic financial plan?

Well of course you can! At SSA, we provide “fee-based” personal financial planning (PFP) services that do just that. Your interests and goals drive the plan. Not commissions, mutual fund loads, or commitments to certain types of investments, but rather, a strategic plan built around your financial well-being.

PFP encompasses a broad range of services in a variety of interrelated financial areas, to include:

  • Cash flow planning
  • Income tax planning
  • Risk management and insurance planning
  • Retirement planning
  • Investment planning
  • Estate planning

We also specialize in specific areas such as planning for education costs, charitable deduction planning, and elder care planning. With the SSA team, you can be on your way to fulfilling your goals. You can start breathing easier once you start working with us.