Financial Planning
- Offering Comprehensive Financial Planning and/or Project-Based Consulting
- Building Tax-Efficient Retirement Planning Strategies and Scenario Modeling
- Navigating Major Life Changes such as Marriage, Divorce, and Inheritance
- Evaluating Pension Plan Benefit Selection Options
- Selecting Most Appropriate Start Date for Social Security Benefits
- Forecasting Cash Inflows and Outflows Impact on Realizing Short and Long-Term Financial Goals
- Strategizing College Planning Saving and Financial Aid Maximization
- Managing Company Stock Options Plans
- Exploring Planning Impact of Parental Financial Assistance and Support
Fee-Only Investment Wealth Management
- Customized Risk-Based Investment Portfolio Management
- 401k and 403b Retirement Plan Review and Management Assistance
- Annuity Product Evaluation and Appropriateness
- Tax Saving Opportunities
- Account Consolidation (providing 401k and IRA Rollover Assistance)
Insurance
- Determining Your Appropriate Level of Life, Disability, and Long-Term Care Insurance Needs
- Assessing Existing Insurance Policies and Premiums for Potential Cost Reduction Alternatives
- Reviewing Long-Term Care Funding Strategy Options
Small Business Benefits and Support
- Assessing and Developing Business Owner Succession, Exit, and Continuity Plans
- Designing Key Employee Retention and Incentive Plans
- Recommending Small Business Owner Retirement Plan Funding Strategies
- Evaluating and/or Developing Employee Retirement Plan Design and Implementation
- Selecting Employee Health, Life, Disability, and Other Group Benefit Plans
