Services
While working with you to develop a customized financial strategy, I can walk you through a step-by-step process to help make you feel more comfortable with your decisions.
Once your goals have been established, I can customize appropriate strategies designed to suit your vision and objectives. I can help you execute a financial strategy utilizing the following products and services:
General Financial Planning
- Major Purchases
- Credit Report Analysis
- Family updates and changes
- Debt refinance review
- Business Ownership Changes
Cash Flow Planning
- Budget and Expense Review
- Debt Management
- Cash Flow analysis
- Tax and liquidity review
Investment Planning
- Investment Review
- External account review
- Employer Retirement Plan Allocation Review
- Stock Option Review
- Existing annuity(s) review
Retirement Planning
- Retirement age target goal review
- Rental property income review
- Social Security Planning
- Retirement Income Strategies
Education/College Planning
- Investment and account selection
- Alternate funding strategies
- Savings amount assessment
Protection Planning/Risk Management Planning
- Life insurance review
- Disability insurance review
- Employee benefits review
- Property & Casualty insurance review
- Long term care insurance review
Tax Planning
- Review conversion strategies
- Roth conversion review
- Charitable donation review
- Tax efficiency of accounts review
Estate Planning
- Beneficiary review of all accounts
- Ownership review of all accounts
- Power of attorney review
- Health Directive review
- Map of Estate Flow
- Review for Potential Estate Taxes