Financial Planning for Individuals
Common Issues We Address
- What do I have to do to retire when I want to?
- How will I know if I'll receive any/enough income if I become disabled?
- How much will my family need, and for how long, if I died unexpectedly?
- What's the best way to plan and pay for Long-Term Care?
- Are my wills and legal documents up to date and do they match my financial strategy?
- What investment strategies are available and what risks should I be avoiding?
We do not render legal or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax or accounting obligations and requirement.
Introductory
- Cash Flow & Budget
- Debt Planning
- Accumulation Goals
- Life and Disability Insurance Review
- College Expense Planning
- Foundational Estate Planning
- Advanced Markets: Support and Document review from business attorneys, estate attorneys, Social Security and Medicare specialists.
Annual Review
Need-Based Review
Initial: $1,500
Integrated
- All Introductory Services Plus:
- Wealth Accumulation Strategies
- Retirement Income Planning
- Tax Planning
- Portfolio Risk Analysis
- Social Security and Medicare Planning
- Net Worth Under $3MM
- Integrated Planning Software
- Estate Planning
- Advanced Markets: Support and Document review from business attorneys, estate attorneys, Social Security and Medicare specialists.
Semi- Annual Reviews
Goal Planning
Tax Planning
Core Planning
Initial: $2,500
Advanced
- All Introductory and Integrated Services Plus:
- Advanced Tax Planning
- Stock Options
- Charitable Giving
- Legacy Planning Including Trust and
- Gifting
- RMD Strategies
- Net worth of $3MM+
- Integrated Planning Software
- Advanced Markets: Support and Document review from business attorneys, estate attorneys, Social Security and Medicare specialists.
Quarterly Review
Goal Planning
Inv. Analysis
Tax Planning
Core Planning