Services For Individuals

Services For Individuals

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Personal Financial Planning

Personal financial planning is the key to becoming financially free. Our goal is to take the stress out of budgeting your money, while also making sure you reach your long-term financial goals. We help strategize a custom plan designed to fit YOU and YOUR budget.

Our knowledgeable team can help you set financial goals allowing you to :

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  • Save enough for a comfortable retirement
  • Save for your children’s college education
  • Establish emergency savings to protect your family in a time of crisis
  • Achieve your investment goals
  • Leave a legacy to your heir

Estate Planning

No one wants to talk about the unthinkable happening, however, it is extremely important to be prepared in the event of death. It is not uncommon to feel that you are either too young to care, or that you’re too uncomfortable talking about the subject to plan your estate, but prolonging is the worst thing you can do. The truth is that everyone must have their estate planned in order to avoid costly fee’s, taxes, and chaos in a time of crisis. Estate planning can be complicated and costly on your own. Whatever the case, estate planning ends up saving your family lots of time, heartache, and money. Our specialized team at Ford & Messere, Inc. take the stress out of estate planning by ensuring everything is properly organized, while also making the process of talking about it as comfortable as we can.

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