Financial Planning

A Personalized Roadmap for Your Financial Journey

Mowery & Schoenfeld provides its private clients the highest levels of financial planning and analysis. We understand the demands placed on your time, and our financial planning consultants are here to help you address your goals and customize a plan that meets your specific needs and objectives.

Financial Counseling and Planning

We help you make the decisions today that will lead to the outcomes you desire in the future. Your financial plan may include the following:

  • Estate, Gift & Trust Planning
  • Income tax minimization & planning
  • Investment Advisory
  • Retirement & Social Security Planning
    As one approaches retirement, there are important questions. You will want to know what financial resources will be available to meet your goals and the sources of your retirement income. We will help you develop a specific and realistic plan that considers all of your present and anticipated future resources. This would include your current and planned savings, existing retirement plans, options and elections surrounding your Social Security benefits, and determining future cash flow needs. We will then work with you to implement a plan that will provide long-term financial security, whether you plan to retire in 3 or 30 years.
  • Education Financing
    Your child’s or grandchild’s college tuition is likely one of the largest single expenditures you will make — but one of the most valuable. Based on the time horizon to your child’s or grandchild’s education, one of our financial planners helps you estimate the cost of sending a child to college; analyze various ways to save, including financial aid, loans and personal savings; evaluate investment options and tax incentives; and merge college savings needs with your other goals.
  • Insurance and Risk Management
    It has been said that the only constant in life is change, making your risk management plan just as important as your financial, retirement, or estate plans. Effective risk assessment and management allows you to prepare for unforeseen events that may wipe out all your other planning, should they occur. Mowery & Schoenfeld works with you to identify and transfer the risks to your life, health, and property. Based on their potential severity, we customize your risk management strategy, and evaluate and help you select the best insurance policies for your specific needs.

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