Welcome to EnRich Financial Partners:
Your Family CFO
We serve as the Family CFO for our clients, helping them achieve their most cherished dreams and promoting financial peace of mind in both calm and turbulent times.
In life, the only constant is change.
Where are you on life’s path?
Just Starting Out
You have a job, some income, possibly a spouse or growing family. It’s time to take hold of your finances and chart a plan for your future.
Planning Topics: Student Loans, Budgeting, Education Savings, Retirement Savings, Life and Disability Insurance
You have a solid income and starting to accumulate wealth. Each financial decision you make seems magnified because of its impact on your family and dependents.
Planning Topics: Portfolio Management, Education Savings, Retirement Savings, Estate Planning, Risk Management, Tax Planning, Employee Benefit Elections: Insurance, Restricted Stock and ESPP Planning
The Golden Years
You’ve made it to the finish line, but the race doesn’t stop here. It’s time to put a sound retirement distribution plan in place to draw down the assets you’ve worked so hard to obtain.
Planning Topics: Social Security Planning, Medicare Elections, Portfolio Management, Long-Term Care Protection, Estate Planning, Caring for Elderly Parents