Planning and Investments

services-goal
 

It’s difficult to know where you’re going without understanding where you’ve been

We specialize in retirement and comprehensive financial planning, considering everything from the tax implications of your pension or 401(k) to your investments and anticipated spending. We listen to your unique situation to help you coordinate your assets, bringing into focus your full financial picture so that we can unlock your ideal vision for retirement.

 

You talk, we listen

We want to know your story. It’s how we understand the nuances of your life, any financial challenges you face, and the future you would like to see for yourself and your family.

The information package you complete gives us a fuller picture of your family, your assets, your insurance, and your aspirations. Something you don’t know how to answer? Don’t worry, during your free consultation, we talk through your details and help you fill in any blanks.

Finally, we meet again to provide you with a comprehensive financial plan that includes objective recommendations for your investments, retirement plans, Social Security, insurance, taxes, estate planning, and everything in between. We then stress test your options under different “cash flow” scenarios to help you determine what options may be best for you. If you decide to become a client, our team approach means that whether you call to ask a simple question or require a thorough in-person review of your plan, a familiar face will be there to assist you.

 

Unique needs call for varying solutions

TAX PLANNING*

  • Tax analysis
  • Coordinate with tax professionals
  • Update on tax changes

LIFE INSURANCE PLANNING

  • Needs analysis
  • Coordinate existing policies
  • Long-term care planning

ESTATE PLANNING

  • Analysis of current estate plan
  • Free notary services
  • Guidance with life transition

INVESTMENT PLANNING

  • Comprehensive analysis and recommendations
  • Portfolio management
  • Independent advice
services-solutions
 

CLIENT EDUCATION WORKSHOPS

  • Medicare
  • Social Security
  • Estate planning
  • Economic outlook
  • Cybersecurity

CASH FLOW PLANNING

  • Pension analysis and planning
  • Cash flow scenarios
  • Monitoring cash flow needs

SOCIAL SECURITY PLANNING

  • Custom analysis of needs
  • Claiming strategies for life events (marriage, divorce, loss of spouse)
  • In-depth needs analysis
services-best-solution