Comprehensive Financial Planning
For Small Businesses:
- Employee Benefits Analysis and Planning
- Business Succession Planning
- Risk Analysis
For Individuals and Families:
- Goal Discovery and Quantification
- Retirement Income Planning
- Legacy and Estate Planning
- Pension Maximization
- Social Security Optimization
- Roth Conversion Analysis
- Education Funding Planning
- Divorce Mediation Planning
INVESTMENTS
For Small Businesses:
- Retirement Plan Design (401k, SEP IRA, Simple IRA)
- Employee Profit Sharing Plans
- Employee College Savings Plans
- Individual Retirement Accounts (IRA, ROTH IRA)
- Retirement Account Consolidation (Rollovers from Previous Employers)
- College Education Savings Accounts (529 Plans)
- Non-qualified Accounts (Mutual Funds, Exchange Traded Funds, Stocks, Annuities)
- Impact and Socially Responsible Investments
INSURANCE
For Small Businesses:
- Buy/Sell Funding Plans
- Key Person Insurance
- Disability Buyout Plans
- Term Insurance
- Permanent Insurance (Whole Life, Indexed Universal Life, Variable Universal Life)
- Disability Insurance
- Long Term Care