Our Services

First, we at Vernick Financial Planning ask you about your goals and objectives. Then, we create and implement a custom-tailored financial plan to help you realize them. Through IRAs, mutual funds, annuities, and carefully selected investments, we work to grow your net worth. We can also provide planning for your family's elder care needs.

Our estate planning preserves your wealth for your heirs. Few financial planners help their clients invest with such a multigenerational outlook.

Some of the services we offer are:

  1. Estate Conservation
  2. Risk Management
  3. Investment Planning
  4. Retirement Planning
  5. College Funding
  6. Tax Management
  7. Long Term Care Planning
  8. Cash Management
  9. Charitable Giving