We Take a Holistic Approach to Planning Your Financial Future
You may only be interested in fine-tuning your portfolio or reviewing your retirement plans, but it’s our fiduciary duty to make sure your entire financial picture is covered. While we’re assessing one piece, let’s make sure the other’s are working hard as well.
Our Services Include:
Cash Flow
- Budgeting
- Debt management
- Liabilities
- School loans
Personal Insurance Review
- Homeowner, renters and auto insurance
- Life insurance
- Annuities
- Long-term care
- Disability
- Property and casualty
- Beneficiary reviews
Retirement Planning
- Retirement account(s) review
- Retirement goals
- Personal risk assessment
- Time horizon
- Income strategies
- Social Security benefits
- Long-term care benefits
- Healthcare in retirement
- Beneficiary review
Life & Estate Planning
- Choosing who you need to plan for including children, parents and other relatives
- Deciding between a will and/or a trust
- Advanced directives
- Your duties as someone else’s trustee or executor
- Beneficiary review
Education Planning
- Children/grandchildren
- 529 plans
- Personal
- Time horizon
Investment Review
- 401(k), 403(b) and 457
- Traditional IRA
- Roth IRA
- TSP/TSA
- Current portfolios
- Portfolio risk
- Investment policy statement
- Asset allocation recommendation
