We Offer Financial Planning In Each Of These Core Areas
Retirement
- How much money will I need to retire?
- What is the best asset allocation strategy given market conditions?
- What is the viability of Social Security?
Investment Planning
- Investment policy statement
- Risk tolerance analysis
- Asset allocation
Budgeting And Savings
- Set up a liquid emergency fund for contingencies
- Analyze spending
- Establish a savings plan
Protection
- Life Insurance - What will happen in the event of my death?
- Disability Insurance - What will happen if I am unable to work?
- Long-term Care Insurance - What if I require home health or nursing home care?
Tax Analysis / Planning
- Am I paying too much income tax?
- Are there insurance and investment products to reduce my overall tax burden?
- Am I taking advantage of qualified plans?
Estate Tax Analysis / Planning
- Durable Power of Attorney, Living Wills, Wills - How can I get my affairs in order?
- Trusts - Can I avoid inheritance taxes?
Education
- 529 College Savings Plan
- Coverdell Education Savings Account
Small Business Owners
- Group Health, Pension and Profit Sharing Plans
Life Events
- Marriage, Birth, Home Purchase/Sale, Job Change, Divorce, Retirement, Inheritance, Savings Goals
