Financial Planning ⦁ Budgeting⦁ Debt-payoff strategies⦁ Savings⦁ Multi-generational planning
Retirement Strategies⦁ Evaluation of retirement timeframe and income goals⦁ Review employer plans and funding options⦁ Maximize personal retirement solutions⦁ Evaluate social security benefit options⦁ IRA RMDs⦁ Corporate retirement and benefit plans
Investment Management⦁ Asset allocation strategies⦁ Risk tolerance evaluation⦁ Rebalancing⦁ Stocks, bonds, ETFs and mutual funds
Insurance Strategies⦁ Life insurance ⦁ Disability insurance and income protection⦁ Long-term care insurance⦁ Health insurance, Medicare, and Medicare supplemental insurance
Education Funding⦁ Funding 529 plans⦁ FAFSA prep
Estate Planning⦁ Farm and Business Succession Planning⦁ Coordinating with your team of professionals including your CPA and Attorney⦁ Charitable Giving and establishing personal giving strategies through use of IRA's, beneficiary planning, appreciated stock, etc.
Specialized Services⦁ Tax Planning ⦁ Coordinating with your personal CPA/ accountant/attorney⦁ Life Transitions⦁ Career change⦁ Planning for marriage and/or children⦁ Financial impact of divorce⦁ Special needs family member⦁ End of life planning/estate settlement
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