Estate Planning

At the center of your financial well-being are your goals, hopes and dreams. Your vision, your concerns, you complexities…they all have your unique signature. Designing your financial plan goes beyond the facts and figures and extends to all aspects of your life.

We believe that estate and financial planning are ongoing, collaborative processes that should reflect your changing personal circumstances. That means that the client’s plan not only should seek to meet current objectives, but also be attentive to changing client needs and maintain the flexibility to adapt to circumstances as they evolve. Acknowledging these truths, SRCM utilizes a disciplined four-step process:


We begin by identifying your goals and objectives. We help you articulate and quantify your vision of financial success and prioritize what’s most important to you. We seek to determine where you are now, where you want to be and how we can plan and support your journey.


Next, we help you get organized. We’ll provide you with your own personal financial Web site, a private and secure location where we consolidate your unique means and objectives into one clear scenario. From there, we pave a path toward your financial goals. At this stage we deliver a written plan that includes components that we believe are key to the long-term strategy: frameworks for near- and long-term budgets, tools for cash flow management,  targets for investment portfolios, savings strategies for education, retirement, estate planning and more.


Even the best of plans can fail upon implementation. We work with our clients to implement recommendations at each step along the way toward achieving their long-term financial goals.


A critical component of successful implementation is regular monitoring and review. We believe consistent reporting and evaluation keeps us all on track toward our goals as we resolve how investment and spending decisions today can impact your financial future.

Every day all across America, people are turning 65 in record numbers.

Perhaps only a few will retire with financial security. Those that do not won’t have planned to fail, they will have failed to plan. Let us help you achieve your own unique vision of success.

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