FINANCIAL PLANNING

Retirement Planning

Retirement planning is about planning to achieve financial security and confidence. It isn't just about money; it's also about personal fulfillment and enjoyment. It's what we refer to as "financial independence." Our retirement planning services will help you plan to get the most from your retirement years.

Estate strategies

Estate planning goes beyond making a will. It involves making  decisions regarding the well-being of your children, end-of-life considerations, handling gifts or bequests to charities, trusts, and effectively transferring ownership of a small business. After reviewing pertinent estate planning issues with your CPA and attorney, that may impact your life, we will consider the choices and help you implement strategies to fund an estate plan.

Education Funding

Saving for college is a significant financial planning issue for most families. While there are numerous sources of funding available, identifying the right mix of alternatives and maximizing their use is a complex and confusing process. We enjoy working with families of all income levels to devise a plan to effectively save for future education costs.

insurance Planning

Determining how much coverage you need, what risks you can afford to self-insure, where you should buy your insurance, and how much you should pay are vitally important to your financial security. We’ll discuss these issues in detail and help you spend your insurance dollars wisely.

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