Financial Planning
Financial Independence Planning
- Goal-setting for your personal exit strategy
- Capital accumulation planning
- Small business retirement plans
- Retirement income analysis
- Cash flow analysis
Retirement Solutions
- Retirement income needs analysis
- Roth IRA conversion
- Required minimum distributions
- Fixed and variable annuities
- Consolidate retirement accounts
Investment Planning
- Evaluation of current net worth & investments
- Asset allocation analysis
- Professional portfolio management
- Mutual funds, equities, fixed income
Education Funding Planning
- College cost projections
- Goal funding analysis
- 529 plans
- Tax advantaged education strategies
Risk Management
- Life & disability income insurance
- Long term care insurance
Succession Planning
- Family estate/wealth planning
- Business continuation planning
- Buy-sell strategies
- Key person insurance
