A CTS Comprehensive Financial Plan analyzes every facet of your financial life, followed by an expert situation analysis and a recommendation of strategies that can help you achieve your goals.
Amongst the things we will examine before determining your “Financial Vital Signs” are your net worth and asset diversification. We’ll provide you with a multi-year plan for taxes and any expected college costs. We will devise strategically sound investment, mortgage, retirement and estate plans. And we will conduct a comprehensive review of your insurance needs, including life, disability, health, auto, homeowner’s and long-term care.