Current & Special Situations
Divorce, caring for an elderly family member, job change, marriage, new home, death, social security, medicare - life happens & usually financial decisions come with that. By frequent conversations we can work together on making rational financial decisions in challenging or changing times. We also
Retirement Income Planning
Life after work! Helping to assure your retirement doesn't outlive your income by assessing your needs, income sources (ie social security, pension, annuities) & implementing income planning investment strategies.
Investment Management
Creating the appropriate mix of investments to help achieve your short, mid & long-term savings goals. Helping understand & take on appropriate levels of risk when investing. Creating a disciplined investment portfolio designed to sustain different market & economic conditions.
Tax Planning Strategies
Staying up to date on tax laws & changes. Planning ahead with pre and post tax savings, dividends, interest, capital gains & losses & tax harvesting, IRA conversions, charitable giving, & taxation.
Insurance Planning
Evaluate your need for life, disability and long term care insurances
Estate Planning
Basic legal documents to include: will, health care proxy and power of attorney. Strategies for transferring & protecting assets & leaving a legacy for your beneficiaries.
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