Financial Planning


We analyze our client’s current financial situation, taking into account goals and objectives, and based on data gathered from interviews, as well as documents provided by the client. Analysis and recommendations are rendered in all of the following areas that apply:

  1. Investment Portfolio Analysis
  2. Risk Management (life, disability, and long term care insurance planning)
  3. Education Funding
  4. Estate Planning
  5. Employee Benefits Analysis
  6. Retirement Income Planning
  7. Charitable Planning
  8. Social Security Planning