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


  • 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


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.