©2018 by Moses Alade & Associates.

FINANCIAL PLANNING

We combine knowledge, expertise, and independence, and deploy a proactive, prudent and long-term approach to generate best in class solutions tailored to our clients' individual financial goals.  Our services include risk management and insurance planning, budgeting and cash flow planning, debt management planning, investment planning, retirement planning, employee benefits planning, estate, gift and wealth transfer planning, elder planning, charitable planning, and education planning.