Financial Planning Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

FINANCIAL PLANNING DISCOVERY

  • Goal Setting
  • Organizing Assets and Liabilities
  • Identifying Cash Flow
  • Uncovering Problems
  • Financial Statements

RISK MANAGEMENT

  • Estate Tax Planning
  • Will and Trust Review
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Group Benefits

CASH MANAGEMENT

  • Cash Flow Planning
  • Financing Strategies
  • Cash Reserves
  • Tax Strategies & Projections

RETIREMENT/INDEPENDENCE PLANNING

  • Retirement Projections
  • Personalized Strategies
  • Qualified Plan Settlement Options
  • Pension Settlement Options
  • Annual Reviews and Adjustments

INVESTMENT PLANNING

  • Asset Allocation
  • Investment Policy Statements
  • Investment Evaluation
  • Company Stock & Option Planning/Exercising
  • Independent Investment Advisory Services
  • 401(k), 403(b), Single K, SEP, SIMPLE
  • IRA, Roth IRA, IRA Rollovers
  • Stock, Bond, Brokered CD
  • 529 Plans, Custodial Accounts, Etc.

BUSINESS PLANNING

 

  • Business Succession & Continuation
  • Business Consulting
  • Retirement Plan Services
  • Deferred Compensation Plans
  • Executive Retention
  • Key Employee Retention
  • Employee Compensation

ANCILLARY PLANNING

  • Charitable Giving
  • Education Planning & Funding
  • Divorce Planning
  • Legal Documents/Review
  • Management Agreements/Review
  • Employee Agreements/Review
  • Bonus Agreements/Review