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- Identify your goals
- Identify your risk tolerance
- Plan your retirement budget
- Integrate employee sponsored plans
- Consider benefits of Annuity income
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- Choose from a variety of taxable and tax-free investments
- Investment choices tailored to each client's needs
- CPA referrals upon request
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- Learn how 529 accounts can help save for educational goals
- Consider Custodial accounts for kids and grandkids
- Explore advantages of Mutual Funds and or CD's
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- Determine your benefits
- Understand options for spouse
- Develop strategy for best retirement age
- Add Social Security projections to Retirement plans
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- Forecast combined incomes
- Review new insurance needs
- Integrate company retirement plans
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- Beneficiary protection
- Living Trust Accounts
- Transfer of Assets plans
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- Determine what types of insurance are best for you
- Calculate how much life insurance is needed
- Plan on how long it is needed
- We look for the best rates
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- Consider Adjustments to Incomes
- Prepare for initial Expenses
- Review Insurance needs
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- Determine retirement strategies
- Who will run the business after you?
- Determine best practices for investment of proceeds from sale
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