Financial & Retirement Planning is a comprehensive analysis of your financial life.  We focus on eight essential sections while completing a Comprehensive Financial Plan:

  1. Retirement Planning (income strategies, savings strategies, Monte Carlo analysis, social security benefits strategy)
  2. Wealth Transfer (family gifting, estate tax modeling, insurance planning)
  3. Financial Planning (net worth, budgeting, cash flow analysis)
  4. Investment Portfolio Design (asset allocation analysis, risk tolerance and management, investment policy statement)
  5. Tax Planning (tax reduction strategies, investment opportunities, optimize portfolios' tax-efficiency)
  6. Estate Planning (trust planning, document review, incapacity planning)
  7. Education Funding (needs analysis, review 529 plans, custodial accounts, goal funding options)
  8. Goals & Values (life goals, personal values, achievements, charitable gifting)

Depending on your needs, our office will develop, present and when appropriate, implement the financial plan.