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Financial and Life Planning

We help you achieve both your financial and family related goals.

A plan provides both a comfort level & confidence. Having a plan is the best first step.

Financial planning helps with both short and long-term goals. We offer comprehensive guidance to create a plan, track its progress and make adjustments.

Clients paying a regular fee schedule are provided a plan upon request at no extra charge. Our typical financial plan is valued at over $2,500 for the consultation and plan review. We offer financial planning services to 401k clients at a discounted fee of $500.

For clients approaching retirement (age 62) we offer pre-retirement financial planning at the discounted rate, and refund the planning fees once they retire and move to our regular fee schedule.

We use MoneyGuidePro ® planning software — the best in the industry. Contact us to begin the planning process and achieve greater peace of mind. Your plan will help determine your concerns and goals and address these big issues:

  • Retirement Income Plan
  • Social Security Optimization Strategies
  • Tax Efficiency Planning
  • Long-Term Care Planning
  • Medicare Recommendations
  • Required Minimum Distributions
  • On-going Financial Reviews and Check-Ups

Income Sources

Coordinating and managing the various sources of income you may have in retirement can be complicated. We help you resolve your questions. In addition, your financial plan will address these potential sources:

  • Social Security
  • IRA’s
  • Pensions
  • PBGC
  • Inheritances
  • Military Pensions
  • VA Benefits
  • Healthcare Options

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