Financial Planning Free First Time Consultation Name Email Phone Comments Thank you! Oops! Financial planning is at the very core of the life planning services we provide to individuals and families seeking to build, preserve and manage wealth over time. Retirement income planning, education planning, tax and estate planning, and risk management services are components of a larger, more comprehensive financial plan designed to pursue multiple financial and lifestyle goals. Your plan also provides for your heirs and defines the legacy you choose to leave.