Our Services

• Simple Financial Planning
  • cash flow analysis
  • life insurance analysis
  • long-term care: needs analysis, company recommendations and quotes
  • budgeting
• Advanced Financial Planning
  • asset allocation analysis
  • investment management and/or recommendations
  • advanced retirement withdrawal strategies (IRA Elite Advisor)
  • tax management strategies
  • estate tax reduction strategies
  • social security and pension decision-making
  • education planning
  • Charitable Remainder Trust (CRT) planning
  • Irrevocable Life Insurance Trust (ILIT) planning
• Fee-based advice on planning topics
  • Social Security
  • Retirement Planning
  • 401k or 401b Re-allocation advice
  • Education Planning
  • Estate Planning
  • 2^nd Opinions of Financial advice
  • Financial Products (i.e. Mutual Funds, Unit Investment Trusts, Real Estate Investment Trusts)
  • Insurance Products (Variable Annuities, Fixed Annuities, Fixed Index Annuities, Life Insurance, Long-term Care Insurance)
  • Budgeting
  • Home Purchase / Refinance analysis
• Speaking Engagements
  • Practical Tax Solutions
  • Tax Tragedies in Retirement Planning
  • Long-term Healthcare
  • Tax management strategies

ADDITIONAL INFORMATION

Call us to discuss your financial planning objectives, set up a meeting, or attend one of our seminars. See our calendar for dates.

Note that we are an INDEPENDENT financial planning firm. We do not manufacture financial products or have a corporate governance forcing products or sales goals, and therefore can objectively provide advice and select outstanding products based on performance, costs, as well as other features that make them unique and most beneficial to the client.