We Provide:
- Fee-only fiduciaries
- Objective, independent advice
- No sales commissions
- A dedicated team of Certified Financial Planner professionals
- Education, collaboration and partnership
- Peace of mind and confidence
- Clarity in decision-making
- Reassurance all necessary steps are being taken
Preparing for Retirement
This includes determining:
- When you can retire
- Help identify available income in retirement
- Social Security and pension timing and optimization
- When to withdraw from retirement accounts
- Planning for health insurance for retirement
Investment Decision-Making
This includes:
- Analyzing your investment portfolio
- Finding right asset allocation risk
- Minimizing investment risk for goals
- Opening and advising on your investment accounts
- Financial market education/analysis
Income Tax Minimization
This includes:
- Income tax preparation
- Income tax planning
- Income tax coordination with your tax preparer and attorney
Planning Your Estate & Legacy
This includes:
- Review your current documents
- Provide education on options
- Protecting your family
- Coordination with your attorney
Member