Financial Planning & Value Provided

 

  • Cares more about you and your money than anyone who doesn’t share your last name
  • Guides you to think about areas of your financial life you may not have considered
  • Formalizes your goals and puts them in writing
  • Helps you prioritize your financial opportunities
  • Helps you determine realistic goals
  • Studies possible alternatives that could meet your goals
  • Prepares a financial plan and/or an investment policy statement for you
  • Suggests creative alternatives that you may not have considered, including the best way to claim Social Security
  • Reviews and recommends life insurance policies to protect your family
  • Assists you in setting up a company retirement plan
  • Guides you on ways to fund health care in retirement
  • Assists in preparing an estate plan for you
  • Reviews your children’s custodial accounts and 529 plans
  • Helps you determine your IRA required minimum distribution
  • Provides reminders about key financial planning data
  • Monitors changes in your life and family situation
  • Helps to lower your taxes
  • Reviews tax return
  • Prepares asset allocation to help you achieve the best rate of return for a given risk tolerance