Financial Planning
Financial Planning
Financial Planning
Financial Planning
Financial Planning
2-4 Meetings per year
Fee: Fixed Fee
Receive written recommendations for specific financial goals.
Services:
- Retirement Planning
- Retirement Income/ Distribution Planning
- Education Planning
- Budgeting & Cash Flow Planning
- Home Purchase Planning
- Mortgage/Debt Management Planning
- Cash Reserves Planning
- Insurance Planning
- Estate/Will Planning
- Divorce Planning
- LGBT Needs Planning
- Charitable Giving Planning
- Corporate and Personal Tax Planning
- Inheritance Planning
- 401(k) Creation
- Business and Personal Financial Planning
- Planning for anything else that affects your money
Asset Management
1-2 Meetings per year
Fee: Investment Advisory Fee
Investment recommendations for assets based on your time frame and risk tolerance.
Receive investment advice specific to assets held within accounts.
Services:
- IRAs, including Traditional IRAs, Roth IRAs, and Inherited IRAs
- 401(k)s
- Non-Qualified accounts and regular (taxable) Brokerage accounts
- 529 & Coverdell Education Savings accounts
- Access to mutual funds, exchange traded funds (ETFs), individual stocks and bonds, options and other investment types
- Access to annuities, fixed and variable, with and without guaranteed income/withdrawal benefits
Insurance
1-2 Meetings per year
Fee: Commission
Insurance recommendations based on protection needs.
Services:
- Life Insurance
- Disability Insurance (Income Protection Plans)
- Long-Term Care Insurance
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