Broker Check

Life Planning Services*

Retirement Analysis

  • Lifestyle expenses
  • Income(s) & working capital
  • Income tax assessment **
  • Inflation
  • Survivorship Considerations
  • Forecasting

Investment Analysis

  • Asset allocation summaries
  • Income tax strategies **
  • Asset allocation suitability to needs
  • Risk tolerance

Estate
Analysis

  • Probate, inheritance taxes & long-term care strategies
  • Living wills, health care proxies, & powers of attorney
  • Simple wills, by-pass wills, & trust strategies

Charitable Analysis

  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Pooled Income Funds


MEMBERS:

Financial Planning Association (FPA)
Society of Financial Service Professionals (FSP)
National Association of Insurance and Financial Advisors (NAIFA)
National Association of Enrolled Agents (NAEA)
Million Dollar Round Table (MDRT)

 
* Financial, Tax & Legal Planning Services often provided through team work of a Certified Financial Planner (CFP®), an Enrolled Agent (EA) and an Attorney.

** Tax return services offered through our accountants, Enrolled Agents (EAs), and CPA network firms.