Financial Health Center Personal Financial Planning 

To address your non-investment financial concerns, Financial  Health Center offers a range of personal financial plans - from simple single-issue plans such as how to save for a child's education, to comprehensive plans that map out your entire financial future. Available plans include:

Various basic and single-issue financial plans are prepared by the Financial Wealth Management team. Basic plans deal with such subjects as retirement, education and major purchases. Single-issue plans typically address questions about life or disability insurance, simple estate planning analysis, and other client concerns.

A comprehensive investment-focused plan prepared by the Wealth Management team, that addresses multiple financial issues based on your current situation and goals.

This fully customized plan covers all aspects of you and your family's lifestyle, assets and liabilities, desires and goals and structure. It includes not only investment strategies but also recommendations on such subjects as estate and trust matters, taxes, philanthropy and insurance.