Services

• Goal Setting
• Social Security Planning
• IRA & Roth IRA contributions and conversions
• Employer Sponsored Plans and 401(k)'s
• Annuities & Pensions Analysis
• RMD's and withdrawal strategies
• Self-Employed Retirement Plans
  

• Income Sources
• Expenses & Budgeting
• Debt Management
• One-Time Expenses
• Planned Large Expenses
• Emergency Funding
• Mortgage Review
• Lines of Credit
  

• Review of Existing Policies
• Life Insurance Needs
  
• Long Term Care Insurance
  
• Disability Insurance
  
• Health Insurance
  
• Homeowner's/Renter's Insurance
  
• Liability Coverage
  
• Health Savings Account

• Complete plan review
• Review Deferral Rate & Matching
  
• Active Management of 401(k)/403(b) account
  
• Complete new risk tolerance questionnaire
  
• Review Insurance coverage through employer
  
• Quarterly investment recommendations
  
• Annual meeting/web meeting

• Education Planning
  
• 529 College Savings Plan
  
• Roth IRA's for Children
  
• UGMA/UTMA

• Wills & Trace
  
• Power of Attorney
  
• Living Will
  
• Health Care Proxy
  
• Irrevocable Live Insurance
  
• Trusts Estate Taxes
  
• Charitable Giving & Trusts

*We do not draft legal documents or provide legal advice. You should seek the advice of qualified counsel.