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About
Planning
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Home
About
Planning
Process
Connect
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Financial Planning Services
Personal Vision & Goals
First, we help individuals and families develop an inspiring vision of their financial future and a realistic strategy to achieve it
Tax Planning Strategies
Project future tax liabilities for planning
Roth vs. Traditional IRA: Contributions, Conversions & Distributions
Coordinate financial data with tax preparers
Protection & Insurance
Assess personal liability exposures
Review existing life, disability and long term care
Investment & Wealth Management
Determine individual risk tolerance and create customized asset allocation
Monitor recommended investment portfolios daily
Periodic rebalancing on intervals specific to each client
Small & Medium Business Planning
Identify ever changing needs of business owners to maximize profits and savings
Design employee benefits with both the business owner and staff in mind
Create tangible succession plans to transition business as owner nears retirement
Create retirement and savings plan using the expanded universe of strategies specific to business owners
Assets, Liabilities, Income & Expense Analysis
Analyze cash inflows and outflows
Assess current assets and liabilities
Design custom cash-management plans
Retirement Planning (Accumulation & Distribution Strategies)
Create retirement strategies specific to each client’s goals, assets and time horizon
Identify potential threats to long term goals and take corrective action to help individuals stay on a focused path
In retirement, we will create a distribution plan designed to replace or supplement your paycheck income
Back test our plan and recommendations using Monte Carlo analysis, bad timing predictions and various other tools
College Funding
Identify rising tuition costs specific to each college
Develop savings plan tailored to parents' funding goals and desired school
Estate
Review existing estate plan
Develop estate planning recommendations
Beneficiary review
