Financial Planning Services

Table Rock Financial Planning has a flexible approach in offering comprehensive financial planning services—working by the hour, by the project, or on an ongoing basis. Whether you are seeking to establish a continuing relationship with an advisor you can trust or simply require a one-time planning engagement, Table Rock can accommodate you.

Would you benefit from any of the following services?
If yes, contact Table Rock today.

• A financial check-up or validation of your current strategy
• Creation of a workable spending and savings plan
• A review and potential makeover of your investment portfolio
• An objective second opinion regarding specific investments, financial products, or plans
• Analysis of particular questions, such as “Should we pay off the house?” or “How much life insurance do I need?” or “Should we purchase long term care insurance?”
• Specific plans for major goals, college funding, or retirement
• A comprehensive financial plan—looking at all areas of your financial life

Specific areas of advice include:

• Establishing financial priorities and goals
  • What do we want to accomplish as a family? What are our values and priorities?
  • Finances are about making choices—what are your guidelines for making trade-offs?
• Creating your financial roadmap
  • What should we be doing first? What should we be doing next?
  • When are we ready to buy a house, invest in the stock market, etc?
• Cash flow and debt management
  • How do we get out of debt?
  • How do we start saving on a consistent basis?
• Education funding
  • How much do we need to be saving? How should we invest this money?
  • We haven’t saved enough, now what?
• Retirement planning
  • How much money do I need to retire? When can I retire?
  • How much do we need to be saving and investing? How do we invest wisely?
  • How do I manage my nest egg during retirement?
• Tax management
  • How do I save and invest in a tax-efficient manner?
  • Are there other honest strategies to help us save on taxes?
• Risk management and insurance
  • How much and what types of insurance do we need?
  • When should we self-insure?
• Estate planning
  • What planning is necessary to make things as easy as possible on those I leave behind?
  • Do I need to be concerned about estate taxes?
• Investments
  • How do I diversify my investments for minimizing risk and maximizing return?
  • How do I select investments in a cost-effective, tax-efficient manner?

Interested in learning more about Table Rock’s financial planning values and philosophy?

Interested in delegating the management of your investment portfolio?