It starts with a goal in mind.  When you set goals you are defining your dreams for the future.  Your goals are the foundation of your financial plan.  Once you have identified and prioritized your financial goals, you can develop a strategy that can help turn your dreams into a reality.  We will help you establish SMART goals.

• Specific – clearly defined and described in detail
• Measurable - benchmarks that can be tracked to a definite endpoint
• Attainable – realistic and reachable
• Relevant – specific to your needs and value
• Timely - subject to a clear deadline

Once your SMART goals are set, we will help you meet those goals

by looking at the following areas:

• Budgeting
• Risk Management
• Insurance
• Investing
• Tax Considerations
• College Funding
• Retirement Planning
• Estate Planning

No matter how well you plan, financial success will not be achieved unless you take action. We will help you take action by understanding your goals and developing a financial plan with recommendations of appropriate products and services.  Monitoring is also a key to staying on track.  We do this by conducting periodic reviews to make necessary adjustments over the course of time.

“The future is sure to hold many surprises and challenges. Your retirement should not be one of them.”

Benefit Planning, Inc. is a GSA contract holder.