5 Areas of Financial Planning

Comprehensive Wealth Management

Our clients are retired, or about to retire, and want to preserve the assets they have worked a lifetime to accumulate. We feel that requires truly comprehensive wealth management. We believe there are five key areas of financial planning, and we service our clients in all areas.

Tax Planning Strategies

Maximizing use of tax advantaged investment vehicles
Multi-generational IRAs
Tax-deferred investment strategies

Retirement Planning

Retirement plan distributions
Income Strategies

Investment Planning

Portfolio Analysis
Risk / Return evaluation
Asset Allocation

Risk Management and Insurance Services

Identifying current and future risk exposure
Analysis of current insurance coverage and cost effectiveness
Long-term care protection

Estate Planning

Minimizing probate expenses, delays and publicity
Reducing estate taxes
Assuring proper management of family assets