INVESTMENT ANALYSIS AND PLANNING

  • Match investment vehicles with goals and needs

  • Evaluate specific investments

  • Consider and explain tax consequences

  • Analyze risk/return trade-off

RETIREMENT PLANNING

  • Prepare IRA rollovers

  • Analyze and redesign portfolios

  • Develop annual budgets for saving and investments

  • Establish Eternal IRAs

  • Help clients to retire with a comfortable standard of living

  • We develop custom long-term income distribution and investment strategies

RISK MANAGEMENT

  • Maintain family income in the event of disability or death

  • Identify current and future risk exposure

  • Evaluate current coverage cost-effectiveness

  • Plan for long-term nursing care

CONSULTATION SERVICES

  • Comprehensive Financial Plans

  • Flat Fee for Advice