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Our Services

We offer insight on the following financial planning topics:

Retirement Income Planning

  • IRAs
  • Employer-Sponsored Retirement Plans: 401(k), 403(b), 457
  • Annuities
  • Strategies for Retirement Plan Distributions
  • Saving for Retirement
  • Planning for Income in Retirement
  • Social Security & Medicare

Investment Planning

  • Investing Basics
  • Setting Investment Goals
  • Designing & Managing an Investment Portfolio
  • Handling Market Volatility
  • Asset Allocation & Diversification
  • Taxable vs. Tax-Free Investing
  • Stocks, Bonds, CDs
  • Mutual Funds/EFTs
  • Separately Managed Accounts
  • Alternative Investments

College Education Planning

  • 529 Plans
  • Financial Aid
  • Student Loans
  • Repaying Student Loans
  • Education Tax Credits & Deductions

Insurance Planning

  • Protecting Your Loved Ones with Life Insurance
  • Estimating Your Life Insurance Needs
  • Life Insurance Considerations
  • Creating an Estate Plan with Life Insurance
  • Long-Term Care Options
  • Financial Impact of Disability

Estate Planning

  • Wills & Trusts
  • Planning for Incapacity
  • Creating & Preserving a Family Legacy Using Life Insurance in Estate Planning
  • Strategies to Minimize Estate Taxes
  • Charitable Gifting Strategies

Personal Finance

  • Budgeting & Cash Reserves
  • Establishing or Maintaining Credit
  • Home Ownership
  • Identity Theft
  • Life Events (divorce, marriage, changing jobs, Etc)