CLIENT ENGAGEMENT

Initial Complimentary Consult - Limit 1 Hour, Assessing Different Financial Household Situations
Regular Review Meetings
Monthly Economic Update and Newsletters

INVESTMENT PORTFOLIO DESIGN

Risk Assessment
Simple Brief Financial Plan
Initial Written Comprehensive Investment Plan

SEMINARS & EVENTS

Provide Educational Workshops
Specialized Events to Learn New Skills

RETIREMENT PLANNING

Detailed Retirement Income Analysis of Pensions, Social Security, Cash Flow, and Other Assets. Develop Strategies to Accumulate Retirement Assets in a Tax Efficient Manner

RISK MITIGATION

Overview of Advanced Insurance:
Auto, Home, Disability, Umbrella, Keyman, LTC and Health

ESTATE PLANNING

Long Term Care and Life Insurance
Comprehensive Legacy Plans & Gifting
Coordination Assistance with your Attorney
Legal Document Reminders

TAX MINIMIZATION STRATEGIES

Basic Tax Strategy Analysis Coordination Assistance with your CPA Year End Tax Strategy Planning Tax Minimization is a Significant Focus of your Financial Planning Success

ONLINE ACCESS

Virtual Meetings
Texting
Online Notebook
Online Account Access
Utilize Automation Interactions

OTHER FINANCIAL ASSESSMENTS

College Plans, Eldercare-Senior Parents, Cash Flow, Budgeting, Custom Reviews of Financial Concerns, Special Needs, Real Estate, & Small Business Specialization.