We begin every relationship with a comprehensive financial plan. This allows us to learn your current situation, what’s important to you, and what you’d like to accomplish, so that we can make recommendations in your best interest. This may include but is not limited to:
- Complimentary initial consultation
- Portfolio review and analysis
- Benefits review
- Qualified plan review and analysis
- Insurance needs analysis
- Debt analysis and reduction analysis
- Retirement needs analysis
- Education needs analysis
- Income needs analysis
- Pension analysis
- RMD planning
- Medicare and social security planning
- Legacy planning
- Charitable giving and philanthropy
- Tax planning (in coordination with your accountant)
- Estate planning (in coordination with your attorney)
- Succession and continuity planning
- Custom roadmapping and goal tracking through MoneyGuide
