Financial Planning
- e-Money: A personal website that consolidates assets, investments, savings, and benefit plans in one place. Used to project various financial planning scenarios to help quantify decisions.
- Life Transitions: Marriage, Divorce, Children, Job Change, Death
- Gifting
- Social Security and Medicare Planning
- Retirement Planning Projections
- College Savings
- Debt Management: Mortgage, Credit Cards, Loans
- Employer Benefits: Stock Options, In-Service Distributions, Pension, Deferred Comp
- Estate Planning: Beneficiary Review, Charitable Giving
- Tax Strategies
- Business Planning
Investment Management
- Professionally Managed Accounts
- Tax-Advantaged Investments
- Company Retirement Plans: Simple IRA, SEP IRA, 401K
- Risk Assessment
- 401K Allocation Review
- 529 College Savings Plans
- Mutual Funds and Exchange Traded Funds
- Annuities: Variable, Equity Index, Variable Index, Fixed
- Market Commentary and Research
Risk Management
- Life Insurance: Term, Whole Life, Variable Life - Needs Assessment/Review
- Long-Term Care Planning
- Healthcare Cost Analysis
- Estate Planning Discussion
- Special Needs Planning
- Concentrated Stock