WHO WE SERVE

Many times, I meet with clients and business owners who believe they do not have enough money to do a Financial Plan or create Estate Planning documents.

Everyone needs comprehensive Financial Planning and an Estate Plan to take care of yourself and your loved ones.

Individuals in Retirement:

Portfolio review and evaluation. Understanding risk and how long your money will last.

Business Owners:

Creating a succession plan. Who will take care of the business if something happens to you? How will this impact your family?

Individuals within 5 years of Retirement:

How much income will you need? How much more should you save? Should you consider working longer? When to take Social Security.

Newly married couples:

Buying a house, building a budget, saving for retirement, learning about investments, and how to understand risk.

Estate Analysis:

Dealing with the loss of a loved one or taking care of a loved one in need. Dealing with the loss of income, life and long-term care insurance.

Parents with Special Needs Children:

How you can provide protections, income, and legacy funds to take care of them when you are no longer here.