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

Initial: $5,000 +