- 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.
- Identify goals and risk tolerance.
- Monitor and report results.
- Develop an investment strategy.
- Consider insurance needs.
- Life, Long Term Care, and Disability Insurance
- Assist with filing claims.