Financial Planning Services

We all face challenges and financial dilemmas during each stage of life. Let our team analyze your specific situation to help clarify your understanding of how your full financial picture looks and how planning can help create a secure future. Considerate assistance is offered for those who are facing especially delicate life changes like the death of a spouse or loved one.

Ideally, college and retirement should be part of the same financial plan. We strive to educate clients so that they can make better decisions when forced to trade-off between these two important goals. Our software and services at Federmann Financial Advisors help families determine their best strategy to pay for college and save for retirement.