Our Financial Planning Services

We offer financial planning advice on an hourly, fee-only basis.  Now you can have access to a professional advisor when you need:

s   One time or ongoing advice

s   A second opinion

s   A financial check-up

s   Specific advice on a financial concern

s   Portfolio design and asset allocation

s   One module or a comprehensive financial plan

s   Periodic reviews and plan updates

s   Assistance with implementation, if you desire

s   Ability to implement your advisor’s advice on your own (perfect for do-it-yourselfers)

Our services include advice on issues such as:

s   Cash flow planning

s   College funding

s   Debt reduction

s   Employment benefits

s   Estate planning fundamentals

s   401(k) allocations and rollovers

s   Insurance needs and analysis

s   Investment planning

s   Long-term care

s   Lump sum distributions

s   Portfolio design and asset allocation

s   Retirement funding

s   Retirement distributions

In addition we also offer financial check-ups or second opinions on any of the above areas, along with specialized equity portfolio consulting and management services. 

Meet With Us.  Borthwick Associates, Inc. offers a complimentary, no obligation get acquainted meeting to all prospective clients.  During this meeting we will discuss your financial objectives and determine which services will help you achieve your goals.  We will also provide you with a fee estimate for the proposed services.