Personal Planning

PERSONAL PLANNING

  • Investment Management
  • Personal Financial Analysis
  • Income Needs Analysis
  • Comprehensive Fee-Based Planning
  • Hourly Consulting

RETIREMENT PLANNING

  • Establish Retirement (IRA, Roth IRA, etc) Plans
  • IRA and 401(k) Rollovers
  • Roth IRA Conversions
  • 401(k) Investment Review
  • Distribution Planning
  • Social Security Planning

EDUCATION PLANNING

  • Establish College Savings Accounts (529, Coverdell, UGMA/UTMA)
  • FAFSA and Financial Aid Considerations
  • College costs and inflation

INVESTMENT PLANNING

  • Actively Managed Accounts
  • Mutual Funds & Exchange Traded Funds
  • Tax-Deferred Annuities (Variable, Fixed, Immediate)
  • Stocks and Bonds
  • Alternative Investments

INSURANCE PLANNING

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance

ESTATE PLANNING

  • Protecting the Family‚Äôs Financial Future
  • Using Trusts Effectively
  • Calculating and Minimizing Potential Estate Taxes
  • Charitable Gifting

OTHER PLANNING

  • Major Purchase (Home, Vehicle, Wedding, etc..)
  • Emergency Funding

Contact Us

Have a question? Need a little advice on a financial problem that you are facing? We are here to help.