Financial Planning

We call our financial planning “holistic planning”.  Our in-depth interview process brings to light the potential short- and long-term outcomes of your financial options and allows you to make informed choices to move forward with confidence. We start with questions about your assets and life goals. We want to know what matters to you and your family. Together we devise a plan that integrates all aspects of your personal, professional and financial objectives. We then give you a personalized, easy-to-use website that aggregates all of your accounts.

With a financial plan in place, Apogee will work to ensure that your wealth supports the life you choose to live, both now and in the future, by providing a range of financial planning tools which include:

  • Insurance Planning
  • Asset Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Education Planning
  • Scenario Analysis
  • Cash Flow Modeling
  • Business Planning
  • Charitable Gift Planning
  • Risk Management
  • Succession Planning
  • Implementation and Monitoring
  • Coordination with all Advisors
  • Secure Online Storage of Critical Documents