Financial Planning

Starting Out

Whether you are on your own for the first time, getting married, buying a home, or starting a family, we will help you understand your current financial situation and help set you on track to meet all of your financial objectives.

Financial Planning for a Career Change

Whether settling into a new job or managing through the loss of your current job, you need to make financial decisions regarding your previous employer's retirement plan as well as understanding the benefit options (or benefit gaps) of a new or prospective employer.

Preparing for Retirement

We will help you plan and adjust your portfolio for the next chapter of your life and recommend strategies to give you the lifestyle you have worked so hard to achieve. We will provide advice and education on social security, IRA rollovers, long-term care planning, and other complex financial aspects. Typically, our focus is on preserving wealth while creating a steady income stream.

Dealing with the Loss of a Loved One

Focusing on your financial future while grieving the loss of a loved one is easier said than done. Working together, we will guide you through all important financial decisions and help you develop a plan moving forward.

Estate Planning 

Many people want to leave a legacy for their family but don’t realize that an estate plan is critical to ensure that your wishes are carried out.  
 

We will help identify how to pass on your assets, and who will receive what, when and how, coordinating with your other trusted professionals. 

Caring for an Aging Parent

The cost of elder care continues to rise and can often be catastrophic, whether care is delivered at home or in a facility. We will review the financial situation and recommend options, taking into account your own immediate and future needs.

Life, Disability, and Long-Term Care Insurance 

The types and amounts of insurance you need change throughout life. We help you assess your financial risks and determine your current and future needs.