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check-largeFinancial Planning

 

Guiding You on the Path You Choose

In addition to managing portfolios, Hotaling Investment Management offers comprehensive Financial Planning services. Leading you first through a thorough financial planning process, we aim to reveal a clear picture of your complete financial life. By understanding your unique landscape, we are then able to guide you on a path to your ideal destination. Of course Financial Planning is more than a one-time effort. Planning of this sort is an evolving process (as is investment management) that requires a thorough review and regular re-assessment to account for developments in your personal circumstances, changes in tax laws, or regulations and financial products that can be utilized to manage specific circumstances in one’s life.

Our comprehensive Financial Planning services include:

  • Budget/Cash Flow Analysis
  • Investment Analysis
  • College and Retirement Planning
  • Insurance (Disability and Long-Term Care)
  • Will and Estate Planning

We also partner with several local accountants, and attorneys with estate planning expertise.