Broker Check

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


For Small Businesses:

  • Retirement Plan Design (401k, SEP IRA, Simple IRA)
  • Employee Profit Sharing Plans
  • Employee College Savings Plans
For Individuals and Families:
  • 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


For Small Businesses:

  • Buy/Sell Funding Plans
  • Key Person Insurance
  • Disability Buyout Plans
For Individuals and Families:
  • Term Insurance
  • Permanent Insurance (Whole Life, Indexed Universal Life, Variable Universal Life)
  • Disability Insurance
  • Long Term Care