OUR FINANCIAL PLANNING VALUE
- 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.
- Review 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.
- Checks with you before the end of the year to identify any last minute financial planning needs.