Adam Dalke, Cfp®, Crpc® Email & Phone Number

Financial Planning is a process of meeting your life goals through proper management of your finances. Life goals can include buying a home, saving for your children's education or planning for retirement. It is a process that consists of specific steps that help you to take a big-picture look at where you are financially. Using these steps you can work out where you are now, what you may need in the future and what you must do to reach your goals. I use this process to help figure out how to meet your life goals. I take a `big picture` view of your financial situation and make financial planning recommendations that are right for you. I typically look at all of your needs including budgeting and saving, taxes, investments, insurance and retirement planning. I may work with you on a single financial issue but within the context of your overall situation. I am a client-oriented professional who works in the best interest of customers

Listed skills include Retirement Planning, Strategic Financial Planning, Investments, Estate Planning, and 12 others.