Financial Planning

• Help identify and set realistic retirement goals.
• Implement the plan.
• Monitor plans and identify gaps and offer solutions.
• Plan for income throughout retirement (considering social security, pensions, etc.)
• Coordinate with client’s attorney, accountant and other advisers.
• Help minimize estate transfer shrinkage.
• Charitable gift planning.

Investments

• Identify goals and risk tolerance.
• Monitor and report results.
• Develop an investment strategy.

Insurance

• Consider insurance needs.
• Life, Long Term Care, and Disability Insurance
• Assist with filing claims.