Our Services

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