At Sycamore Financial Group we offer our personal financial planning services in two different, but very effective ways. This allows our clients to choose what will work best for them and their family.

Complete Comprehensive Plans: If you elect to have us do a comprehensive plan for you we will meet with you to gather complete financial information from you including your short and long term goals. Armed with this information, we will then look for planning strategies that you can use to improve your financial situation. During a second meeting we will deliver these strategies to you and recommend methods of implementation. We, of course, recommend annual reviews and updates of your plan to keep it on track. We also find that these updates increase the knowledge level of our clients, which in turn increases their odds of success. A comprehensive plan is an ongoing process.

Snapshot Plans: A snapshot plan is a quick picture of your current situation. Frequently we find that clients don't want or need a complete plan but rather have specific problems or areas of concern where they need some assistance. Snapshot planning gives you a concise picture of your current financial situation and helps us know enough about your situation to advise you appropriately in the area where you need help.

Whether you take advantage of a Complete Comprehensive plan or use a Snapshot plan, your plan will cover these basic areas:

        1. Cash Flow
        2. Debt Reduction
        3. Insurance Analysis (Including Long Term Care)
        4. College Planning & Funding Options
        5. Retirement Planning
        6. Investment Options
        7. Taxes
        8. Estate Planning