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.