Successful estate and financial planning requires skilled implementation and ongoing monitoring, adjustment, and adaptation. Sound, customized, long-term financial planning is a cornerstone of our process at Tillman Hartley. We consider your goals and needs, capacity and tolerance for financial risk, and anticipated income and expenses to create a detailed projection we call a Lifetime Cashflow Model. This model becomes a powerful tool for selecting appropriate investments, evaluating major financial questions, and helping you achieve the lasting comfort that comes from understanding your complete financial picture.

If you need help

• determining the best time to retire
• funding major purchases
• deciding how much to save and how to pay for your family’s education
• identifying a sustainable lifestyle after the sale of a business
• exercising stock options
• diversifying low basis stock
• investing a financial windfall

then you’ve found just a few good uses for our planning services.