Investment Analysis and Planning
As part of the financial planning process, we offer clients comprehensive reviews of their investments as a whole. After establishing your goals and needs, we will find investment vehicles that match your unique profile.
Financial Estate Planning
The consequences of incomplete, or inadequate estate planning can be dire for your loved ones and intended beneficiaries. To ensure that your wishes are respected, we offer a financial estate planning service to help you review your wills and trusts to see if they are in line with your financial goals.
We also help you ensure that you have a thorough legacy plan in place for your family.
Retirement Income Planning
If you would like to maintain your lifestyle through retirement, it’s critical to know how much you will need to routinely withdraw from your retirement accounts to supplement your income. It’s also important to have a thorough understanding of your Social Security and pension benefits. By conducting a thorough analysis of your current financial situation, and your retirement goals, we can develop a plan to help you make the most of your retirement.
Moreover, once you enter retirement, we can help you manage your income distributions aimed to so that your nest egg stays sustainable.
We provide Tax Planning services. Tax mistakes can have far-reaching consequences to your financial well-being. We help you stay up to date with all the tax changes to protect your hard-earned savings.
Social Security Analysis and Planning
“When should I start receiving my social security benefits?” is a common question as you approach retirement. While there is no single best answer, we can help you make an informed decision when it comes to your social security benefits. Based on your individual circumstances, our Registered Social Security Analyst® can answers questions regarding the impact of the timing of benefits, working while receiving benefits, taxation issues, special considerations for widows and ex-spouses, and how to help protect benefits for your survivors, along with other questions you may have.
Unexpected events, like accidents, serious illnesses, or untimely death, can have a significant effect on the financial well-being of you and your loved ones.
It often happens that clients are under- or over-insured. We offer complete assessments of clients’ insurance portfolios to ensure they are adequately covered. We provide access to Life and Long Term Care policies that are designed to protect your wealth and well-being when you need it most.
Saving for Education
Whether it's for yourself or your children, paying for education is often the most expensive and vital investment you can make to secure a successful future. We can help you select a suitable plan to make provision for this critical expense and to strive to give your children the financial head start you desire.
We specialize in helping women with
Divorce Financial Planning & Analysis and Survivor/Widowhood Adjustment