Broker Check

Our Services

Areas of financial planning

Cash Flow & Budget

  • Income Sources
  • Expenses and Budgeting
  • Debt Management
  • One-Time Large Expenses
  • Emergency Funding
  • Lines of Credit

Risk Management & Insurance

  • Existing Policy Review
  • Life Insurance Needs Analysis
  • Long-Term Care Insurance
  • Disability Insurance

Investment Planning

  • Portfolio Review
  • Asset Allocation
  • Risk Assessment / Time Horizon
  • Withdrawal Strategies
  • Stock Concentration
  • Dollar Cost Averaging
  • Review Outside Investments

Retirement Planning

  • Retirement Goal Setting
  • Social Security and Medicare
  • Retirement Income Analysis
  • IRA and Roth IRA Contributions
  • Employer Plans - 401(k), 403(b), etc.
  • Self-Employed Retirement Plans
  • Annuities and Pensions
  • RMDs / Withdrawal Strategies

Income Tax Planning

  • Investment Cost Basis Analysis
  • Tax-Efficient Investment Design
  • Carry-Forward Losses
  • Tax Loss Harvesting
  • Deductions and Credits
  • Roth IRA Conversions

Estate Planning & Charitable Giving

  • Wills & Powers of Attorney Review
  • Testamentary & Living Trusts
  • Beneficiary Review
  • Asset Ownership Review
  • Legacy Planning
  • Charitable Giving Strategies

Assistance to Loved Ones

  • Family Gifting
  • Education Funding Planning
  • Caring for Elderly

Have a Question?

Thank you!
Oops!