Financial planning is the process by which individuals meet their current and long-term financial goals. At Howe & Rusling, our financial plans provide a comprehensive evaluation of our clients’ current and future financial concerns by extrapolating known variables to meet stated objectives.
For many people, long-term financial planning may seem daunting. Using state of the art planning software, Howe & Rusling planners will tailor your goals and lifestyle to a financial strategy that is detail-oriented, quantifiable, and iterative. Our aim is to help you prepare for the unexpected and equip you with the tools you need to make sound financial decisions now and in the future.
Why go into the future blind? Our financial planning allows you to compare retirement options or social security benefits, examine long-term care costs, or even budget for college. Our planners take a holistic approach to your financial needs by not only developing a strategy to ensure your current lifestyle needs are met, but also maximizing your future legacy.
We offer complimentary financial planning as a service to our clients, and as a Registered Investment Advisor, it is our duty to uphold our fiduciary responsibility to you every step of the way.