Individual Services

Our individual and family financial planning solution offers a comprehensive approach to your personal finances, taking into careful consideration every aspect of your financial life, as well as your values, goals, risk tolerance and time horizon. Your CERTIFIED FINANCIAL PLANNER® will work with you to develop a personalized financial roadmap to help you pursue the lifestyle and retirement you desire. As your financial planners, we value long term relationships and will guide you through the lifelong implementation of your plan as we monitor your progress and make adjustments over time, keeping you on track toward your personal and financial goals.

InTouch Wealth offers personalized investment management services to help you clarify and pursue your financial, lifestyle and retirement goals. We’ll work closely with you to develop a diversified portfolio tailored to your specific needs, preferences and risk tolerance. We’ll regularly review your progress, making necessary adjustments along the way. You can also expect timely, ongoing communication and performance reporting to keep you informed of your progress toward your goals.

The goal of our retirement income planning service is to help you generate sustainable income for your retirement years, and beyond, if desired. We understand that you want to feel confident as you move into and throughout your retirement years, never having to wonder “will I have enough?” Taking into account your goals, assets, risk tolerance and time horizon, we’ll develop a customized plan centered on proven strategies to help maximize your retirement income, including strategies for optimizing your Social Security benefits. We’ll also be there to help you implement your plan and make adjustments as your needs and the markets change.

At InTouch Wealth, we believe in helping you protect what matters to you, especially in the face of life’s more unfortunate circumstances. With appropriate insurance coverage, you can help protect your loved ones and the life you’ve built for yourself and your family. Our team of experienced insurance planning specialists will help you assess your risks and coverage needs, then help you find the most appropriate insurance plans for your unique situation. InTouch offers insurance planning for term, whole life, universal life, disability, long term care and more.

The costs of education can present a significant challenge for many families today, and with education costs on the rise, planning effectively for future education expenses has never been more important. Our experienced team of financial planners can help you project the future costs of education, then work with you to set savings goals and select the most appropriate investment and college savings vehicles, such as 529 plans. Let us help you pave the way to a quality education for the next generation in your family.

At InTouch Wealth, we understand the importance of protecting your assets and preserving your legacy for future generations. That's why we offer comprehensive estate planning, legacy planning and trust services. We’ll help you create a plan designed to protect your assets, minimize taxes and ensure that your wishes are carried out when you’re gone. Our solutions also include the setting up of trusts and other appropriate strategies which can help to ensure your assets will be passed down to your loved ones efficiently and according to your wishes.

Your InTouch Advisor will work with you to review your financial situation and identify tax-savings opportunities. In addition to our internal experience, we have CPA's and other specialists in our network to help ensure you are maximizing all available deductions and credits. We can also help you plan for the tax implications of major life events such as buying a home, saving for college or retiring. We’ll help ensure that your tax strategies are optimized for your specific situation, and we’ll work with your tax representative to see that your strategy and plans are effectively implemented.

As CFPs® we have the education, knowledge and experience to help you navigate complex financial situations and create a comprehensive plan that works for you. Through a highly personalized process, we get to know you, your goals, and personal circumstances. Learn more about working with our team of Certified Financial Planners.