ONGOING COMPREHENSIVE FINANCIAL PLANNING

A list of the primary issues we cover (not all):

>Non-Discretionary Investment Planning Analysis, Recommendations and Management

>Cash Flow Analysis

>Retirement Spending/Distribution Forecasting

>Interactive Retirement Planning

>Estate Planning

>Tax Planning

>Savings/Accumulation Planning

>College Savings Plan

>Insurance Analysis

>Healthcare Analysis

Offers clients a fixed price charged on a monthly or quarterly basis. No contracts.

*Price to be determined after the appropriate number of meeting(s).

ENTERING WORKFORCE FOR THE FIRST TIME

>Investment Plan Creation

>Employer Benefit Review Advice

>Cash Flow Analysis

>Debt Reduction Strategy

>Student Loan Management

TRANSITIONING TO RETIREMENT

>Investment Planning

>Investment Management - Non-discretionary

>Social Security Benefit Analysis

>Estate Planning

>Health Insurance

>Cash Flow Analysis

Offers clients a fixed price for a period of time, charged on a monthly, quarterly, or one-time basis. No contracts.

*Price to be determined after the initial consultation.

A HELPING HAND

>Monthly savings needed to retire

>Social Security Benefit Analysis

>Investment Plan Creation and Analysis

>Debt Management

>Cash Flow Analysis

>Debt Reduction Strategy

>Calculating the amount of mortgage debt you can afford to carry