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Financial Planning

  • Comprehensive Financial Plans
  • Social Security Maximization Analysis
  • Retirement Planning
  • 401(k), 403(b), and Profit-Sharing Plan Review
  • Health, Life, and Property & Casualty Risk Analyses 
  • Individual Budgeting
  • Debt Financing and Management
  • College Funding Planning
  • Family Legacy Planning
  • Estate Planning
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Investment Management

  • Investment Strategies
  • Portfolio Management
  • Retirement Accounts' Structure - Traditional IRA blended with Roth IRA
  • Allocation advice across diverse asset classes for dampening volatility
  • Addressing risks of inflation, re-investment, economic downturns, and tax law changes
  • Gifting to Loved Ones and Charities
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Tax Planning

  • Individual & Small Business Tax Preparation
  • Annual Year-End Tax Planning 
  • Minimizing Taxes on Social Security Benefits
  • Strategies for Investments' Distributions
  • IRA Required Minimum Distribution Planning
  • Trust and Estate Tax Planning
  • State Tax Planning
  • Small Business Startup Tax Strategies 
  • Small Business On-Going Tax Planning 
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Financial Areas You May Want to Explore

Insurance Managed Risks

  • Health insurance cost and coverage concerns
  • Property and liability concerns
  • Unexpected loss of income due to disability
    Long-term care needs contingency plan
    Unexpected loss of life contingency plan

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