The journey is the destination.

In concert with our clients, we craft a customized comprehensive financial plan. This process serves as a framework for couples to share and align their future vision. Identifying and prioritizing life experiences such as retirement dates and life-style, college for children or grandchildren, weddings, health care, and travel inform the scope of the plan. Further, your personal values and view of security refine our approach.

Comprehensive Financial Planning Process

The 994 Group is honored to serve as your long-term partner and guide through each of life’s experiences.