TOTAL FINANCIAL PLANNING
For over two decades I have strived to provide trustworthy advice and service to clients across all areas of financial planning, so that they may efficiently utilize their resources and achieve their goals.
There’s more to a successful financial plan than investing, as you’ll see from the information below!
Do you have a plan that will enable you to retire, utilize a tax-efficient, sustainable retirement distribution plan, and avoid outliving your money?
Do you have a plan for efficiently investing your assets across all accounts via an asset allocation model, which takes into consideration your risk tolerance and time horizon to your goals?
Do you have a plan for minimizing your income, investment, and estate tax burden over the remainder of your life and your heirs’ lives?
Do you have a plan for keeping your affairs private, avoiding probate, and potentially increasing the amount you can transfer to your heirs without an estate tax upon your death?
Do you have a plan for protecting your family against your death, disability, declining health, and personal liability?
Do you have a plan for systematically saving for college, utilizing available tax credits and deductions when appropriate, and taking advantage of available financial aid?
Do you have a plan for efficiently utilizing your Federal employee benefits and integrating them into your financial plan, in order to achieve your goals?