Personal Financial Planning:

PHHW assists high income individuals in defining financial goals and devising a comprehensive plan to realize those goals. To begin the process, we carefully review each client’s present financial situation as well as their financial objectives. We need to know there clients are now, where they want to be in several years, and what their goals are for retirement.

With this information, we draft a preliminary financial plan with several options. Ultimately, the client makes the choices, and we make a complete report including specific short-term recommendations to put their plan into motion. Then, on a regular basis, we meet with the client to chart progress and update the plan in accordance with current situations and the present economy.

Contact:

Jim Hamilton, CPA Member in Charge of Investment Advisory Services
Email: jhamilton@phhw.com