Fall Planning Opportunities

Here is a glimpse of the fall season planning calendar – it highlights the key opportunities to consider and can help spark ideas for your own planning. 

Ever wonder what I’m working on?  I’ve been helping existing clients as well as taking on new clients with a variety of planning opportunities such as:

• Helping a daughter transition her mom into a nursing home – walking through options for covering costs, reviewing available long term care policy benefits, and making sure her mom’s assets were positioned to provide for care while protecting the family’s financial well-being.

• Consolidating old retirement accounts – Guiding a client through rolling over multiple 401(k)s and IRAs into a single, streamlined plan for easier management and clearer investment strategy. 

• Evaluating survivor benefits vs. life insurance – Comparing the value of a survivor pension option with alternative life insurance strategies for a retired law enforcement professional, to help ensure long-term security for their spouse.

• Working with Town of Niagara Water Board Employees – Helping staff better understand and optimize their NY State Deferred Compensation retirement plan. 

Every client’s situation is unique; it starts with a conversation!  Please call me so we can sit down and explore what opportunities may apply to you.