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)