COMPREHENSIVE FINANCIAL PLANNING SERVICES:

Typical financial consulting services address the following:

  • Cash flow planning / budgeting 

  • Debt management 

  • Retirement income planning 

  • Tax planning

  • Tax preparation for most income tax returns 

  • Investment portfolio design 

  • 401(k) allocations and rollovers 

  • Lump sum distributions (retirement, inheritance, etc.)

  • Estate planning

  • Employment benefits 

  • College consulting and financial aid strategies 

  • Insurance needs and analysis 

  • Long-term care analysis 

  • Widowhood transition strategies 

  • Divorce transition strategies 

  • Small business consulting

  • Help you establish a new business

A map to guide your future.