Retirement planning

• Help see that you do not run out of money 
• Stress test your financial situation to see if you are on track  
• Help you retire when you want with the lifestyle you want 
• Transition your investments into income for retirement
• Help optimize your Social Security lifetime benefit through advanced strategies
• Help you select the most suitable Medicare supplement
• Assist with selecting a retirement plan for your business: Sep, SIMPLE, owner only 401(k), etc. 

Investments

• Create diversified, low-cost portfolios designed to withstand market volatility to help you achieve your goals
• Offer a 2^nd opinion review of your existing investment and retirement accounts
• Process 401K rollovers
• Share advanced, tax-efficient investment strategies for high net worth individuals

Overall financial health

• Advise as your family's lead financial professional  
• Provide a one page financial health projection w/ our exclusive Family Wealth Planner
• Help you during life transitions. Ex: Selling business, downsizing, divorce, death 
• Find out how you compare to your peers 
• Assist you with commercial and high end residential mortgages

Legacy planning

• Help with proper multigenerational transfer of wealth through estate planning services  
• Help see that your children do not mismanage their inheritance 
• Offer tax minimization strategies
• Facilitate charitable giving

Insurance & family security

• Fill any insurance gaps and potentially upgrade your existing insurance policy: Term Life, Whole Life, Long Term Care (LTC), and hybrids

College

• Establish and review educational funds
• Offer strategic planning to help maximize financial aid from colleges

Women-Centric financial planning

• Life planning for longer range lifespan
• Wealth planning for widows
• Strategic planning during and after divorce
• Provide resources and coordinate finances to help with aging parents