Introduction Meeting
We will meet in person or speak on the phone to give you an opportunity to see how we work and to get to know one another. At this meeting we will begin to discuss your financial goals and to help determine if our firm’s philosophy and services match you and your planning needs.
Comprehensive Financial Plans may address a number of concerns, including the following:
- Retirement Planning
- Retirement Income Needed
- Pension Election Options Evaluation
- Timing of Retirement
- How to help Maximize Social Security Retirement Benefits
- Cash Flow Management
- Investment Planning and Asset Allocation
- Risk Management
- Survivor, Disability and Long-Term Care Planning
- Education Planning
- Estate Planning
- Wealth Transfer / Legacy Planning
- Special Needs Planning
- Income Tax Planning
- Charitable Giving
- Business Planning
- Succession Planning
- Executive Benefits Planning
