Family Financial Planning

Time-Challenged Professionals

Services designed to help you gain confidence with your money

Growing Family and Accumulation Years

Planning for the Multi-tasking Middle Years

Special Groups

Federal Employees, School District Employees

Working and Family Years Financial Planning Services

Working Years Comprehensive Planning

A Comprehensive Financial Plan that takes into consideration everything going on in your busy life

Budgeting, Debt Reduction and Wise use of Credit
Retirement, Education, and Financial Goals
Insurance and Family Goal Protection
Investment and Tax Efficiency Strategies
Estate and Legacy Planning
And More - Tailored to your specific needs

Services and Pricing Menu

Working Years Targeted Planning

Targeted Financial Planning for Wealth Builders to Grow the Family Tree

Debt Reduction and Financial Independence Strategies
College/Education Planning for Children
Cash Flow and Budgeting Strategies
Investment Management Services
Risk Management and Insurance Planning
Retirement Accumulation Planning

Services and Pricing Menu

The Financial Planning Process

I've been in this business a long time, in that time, I've developed a process for working with my clients designed to put them in the best position to succeed.

Asking Questions

Asking the right questions to get a picture of where you are today.

Understanding You

Getting a clear, complete and mutual understanding of what your goals are for the future

Assessment

How attainable are your goals, which goals are most realistic, which are your priorities?

Taking Action

Exploring what actions you need to take to get where you want to go and building upon the conversation over time.

Schedule a free, no obligation appointment

I Want to Learn more

Answering the Financial Questions that Count

Do you want to get answers to the financial questions that will impact you but don't know where to start? Click on the link below to get a questionnaire. There are a number of topics and life events listed to help you narrow your focus with answers designed to help you gain confidence with your money.

There's no cost or obligation and you decide if you want to continue to receive information.

Download the file and open it so you can complete it and email it back.

Answering The Financial Questions That Count

Special Groups

Contact me about your unique benefits systems and discounted services if you are working in one of these "Special Groups"

School District Employees

Educator's Analysis

Retirement Accumulation
Retirement Income Projections
Pension Income Options
Social Security Claiming Strategies
Healthcare Choices in Retirement

Click HERE for School District Employees page

Federal Employees

Federal Employees

FERS/CSRS Annuity
FEHB for Retirement
FEGLI - Current/Retirement
Social Security and Medicare Choices and Enrollment
Long-Term Care Options

* Jay Ennis, Focus Financial and Royal Alliance Associates, Inc. are not government entities or government employees nor are they affiliated with any government entity.

Click HERE for Federal Employees page