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Four Cornerstones of Financial Planning
Your Unique Vision With Our Comprehensive Approach
Through a collaborative approach and comprehensive financial planning process, we can help you articulate, visualize, and prioritize short and long-term goals.
Financial Position
- Recently moved or considering a relocation
- Considering the sale of a major asset like your home business or other real estate
- Changing jobs
- Getting married or divorced
- Adding to family through birth or adoption
- Loss of a loved one
- Receiving a gift or inheritance
Wealth Accumulation
- Confirming investment goals and strategy
- Reviewing asset allocation
- Revisiting income and savings needs
- Contributing to education accounts
- Establishing savings plan for major purchase or expense goals
Business Planning
- Employee Benefit Design Life, Medical, Dental, Vision, Voluntary Benefits
- Pension/ Retirement Design
- Executive Planning
- Buy/Sell Agreement Funding
- Key Person Insurance
- Business Succession Planning
Retirement Planning
- Social Security
- Distribution / Funding analysis
- Non-qualified plans
- Analyzing tax benefits of a Roth IRA conversion
- Maximizing 401 (K) & IRA contributions including catch-up contributions
- Reviewing overall retirement income strategy
Risk Management
- Reviewing Health Savings Account contributions
- Spending any remaining balances in Flexible Spending Accounts
- Reviewing existing life and disability income insurance policies and coverage amount
- Reviewing Assisted living needs for a parent or other family member
- Reviewing any long-term care needs
Estate Planning
- Using a Trust
- Planning charitable giving
- Tax Planning
- Reviewing estate documents (wills, trusts)
Helpful Content
Curated articles, videos, and more for a more financially savvy you.