Financial Planning Services
Financial planning isn’t specific. Is it retirement planning, education planning, tax planning, or estate planning? The truth is, it’s all, but you likely won’t need all these at one time. That’s why we do financial planning when you need it.
Will my money last through retirement?
What should I consider before claiming social security?
What should I do with my employer’s retirement plan?
How much should I save for college?
When should I start planning?
What are my education savings options?
What is estate planning?
How do I protect my estate?
Will my family be secure if something happens to me?
How do I create a legacy for my children?
Retirement Planning
- Budget and Emergency Fund Review
- Debt Payment Strategies
- Income Needs Analysis
- Social Security and Medicare Planning
- Investment Analysis
- Insurance Analysis
- Tax Planning Analysis
- Legacy/Charity Planning
Education Planning
- Cost of College Estimate
- Student Loan Repayment Option Review
- Tax advantage Savings vehicle
- FASFA & EFC Basics
Estate Planning
- Beneficiary Review
- Account Registration
- Trusted Contact
- Trust
- Inheritance
- Gift Giving
- Charitable Contributions
