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Financial Planning

I would like to learn more about how I could benefit from both comprehensive financial planning and the better overall financial coordination and organization that it brings.

Retirement Income Planning

I am concerned about if and when I will be able to retire and that I do not outlive my assets and resources when I do.

Portfolio Design, Analysis and Management

I am interested in reviewing my investment portfolio to see if I have an appropriate asset allocation and am being rewarded for the risk being taken.I have assets at other financial institutions or with prior employer’s retirement plans that I am concerned about and would like to discuss having you manage.

Life, Disability and Long Term Care Solutions

I am interested in reviewing my life insurance coverage for both the appropriate level of coverage and type (term or permanent) and/or whether my premium(s) can be lowered.I am interested in ensuring that I/we have adequate disability insurance coverage to protect my self/family.I am interested in exploring possible long-term care insurance options for myself or someone close to me.

Estate Planning Strategies

I am interested in reviewing my estate plan to ensure that I maximize the amount passed to my beneficiaries, that I manage estate taxes and to ensure that my wealth is protected from creditors and others.

College Education Planning

I would like to explore college savings options (529 Plans, etc.) and their impact on possible financial aid.

Business Owner

I am interested in reviewing the benefit plan I am offering for group coverage (health, life, disability, LTC, etc.) or retirement plan options being offered to my company employees.I am interested in reviewing key employee benefits and retention strategies.I am interested in reviewing business succession/exit planning strategies.

Further information regarding my area(s) of interest and/or more specifically, I am interested in discussing.... (fill in the blank)

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