Retirement Analysis | Financial Planning 

It is not uncommon for people to find themselves in need of occasional professional financial advice. Yet most have no idea how to find a tenured CFP® having both depth and breadth of expertise across multiple financial situations. While employer retirement benefit programs may offer access to loose probability projections after answering a few questions; they are exactly that, loose probabilities lacking important personal situations/and data inputs that can drastically change the outcome.  Most desire “fee-only” hourly sessions offering objective advice and comprehensive council absent of any promotions of financial products or the lure to move your assets.   Our company offers hourly sessions focusing on financial planning and retirement analysis as a stand-alone engagement lasting hours or several meetings. What questions are you seeking answers to? What decision are you facing? What financial areas of your life do you need to address? Let’s talk!

  • Pre-Retirement Analysis – Where do you stand today? Are you ready?
  • Business Owner’s Retirement Analysis – once you sell, will you have enough?
  • Investment Strategy and Positioning – is it time for an overhaul?
  • Designing an Income Distribution Plan
  • Pension Option Analysis
  • Social Security Option Analysis
  • Tax Planning – investments and more
  • Stock Option Guidance
  • College Planning –steps for pursuing college and exploring funding
  • College – graduating with debt
  • Disability – replacing your income
  • Survivorship – determining need with conflict free insurance guidance
  • Long Term Care – determining need with conflict free analysis
  • Medicare Guidance
  • Elder Care – Income Stream/Funding/Residential concerns
  • Estate Planning – a most neglected area for individuals and families
  • Special Needs Planning and Trust Guidance
  • Trust Asset Management and Corporate Trustee Services
  • Charitable Giving Strategies
  • Sudden Wealth Issues and Planning – starting with setting goals
  • Sudden Widowhood – all that needs attention and how to do it