Individual Planning
Your life's goals and dreams are your own, but that the path to achieving them may need clarity, requiring a distinctive service that offers individual attention and personalized guidance. We can help you identify the goals you have in both the short and long-term and create a customized road map that can help you work towards achieving your goals.
We can help you:
- Actively plan for and save toward your desired retirement lifestyle in a balanced, disciplined approach.
- Decide how to invest based on your goals and risk tolerance.
- Recommend solutions that help protect you and your family against the unexpected.
- Determine how much you'll need to save for college.
- Minimize tax impact on your portfolio.
- Establish an estate plan to make sure your financial success is shared with your family and charitable organizations.
Services:
• Comprehensive Financial Planning • Retirement Planning• Risk Management - Life Insurance - Disability Insurance
- Long-Term Care Insurance
• Investment Strategies - Money Managers - Mutual Funds
- Stocks & Bonds - Annuities • College Planning - 529 Plans - UTMAs
• Estate Planning • Charitable Giving Planning - Donor-Advised Funds - Charitable Remainder Trust
- Charitable Lead Trust - Pooled Income Fund • Tax Planning - Tax Loss Harvesting • Social Security Planning