Financial Planning
At Vernick Financial, we want to know what your hopes, dreams, goals, and objectives look like. From there, we create and maintain a customized financial plan to help you preserve and grow your assets. We look at the big picture and then apply a thorough planning process to create a legacy of support that spans generations. Few financial planners help their clients invest with this multi-generational outlook.
Our financial planning services include:
- Estate Conservation
- Risk management
- Investment Planning
- Retirement planning
- Tax management
- Long-term care planning
- Cash management
- Charitable giving
Let our team create a financial plan that works for every aspect of your life and across the generations — from planning for college to funding eldercare expenses. We have more than 50 years of combined experience to guide you in reaching these important goals.
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