Sensible Financial Planning and Management

We provide financial advice in your best interest, developed just for you, at a terrific price.

What Are CCRCs and Are They for Me?

Rick Fine will explain the CCRC model so you can decide if they’re for you.

Financial Planning
Basics

Retirement Planning, Social Security,
taxes, estate planning, and more

Sensible Financial Planning Guidebook

Learn about our lifetime approach to
financial peace of mind.

Financial Planning Basics

When you ask the Sensible Financial team to develop a financial plan for you, we don’t just look at your stock portfolio. We think about every aspect of your financial picture, so we can align your financial plan to your current and future needs and goals. We consider your assets and investments and how much insurance you need to maintain your current lifestyle. We help you live well while minimizing tax exposure. And we devise a strategy to make the most of your retirement, while enabling you to leave something for your loved ones.

Our financial plans are thoughtful, informed, and cohesive.

  • Retirement & Cash Flow
    Retirement and Cash Flow
  • Taxes
    Taxes
  • Insurance
    Insurance
  • Estate Planning
    Estate Planning
  • Investments
    Investments

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