Broker Check

Financial Planning

PREPARE - Everyday Financial Decisions

Spending

  • Budgeting
  • Tools and Strategies

Saving

  • Emergency Fund
  • Retirement Accounts
  • Savings Strategies

Debt

  • Payoff Strategies
  • Loan Forgiveness

Benefits 

  • Health Insurance Options
  • Choosing Your Other Benefits

Investing

  • Risk Tolerance
  • Investment Allocation
  • Investment Fee Analysis

Taxes

  • Stategies to Lower Taxes


PLAN - Long-Term Financial Priorities

Retirement Planning

  • Retirement Goals
  • Are You on Track?
  • Pension Option Analysis
  • Social Security Analysis
  • Retirement Healthcare and Medicare

College Planning

  • College Goals
  • Are You on Track?
  • Savings Strategies
  • Financial Aid and Tax Benefits

Estate Planning

  • Legacy Goals 
  • Will and Healthcare Documents
  • Trusts and Advanced Planning
  • Family Gifting 
  • Charitable Giving

PROTECT - Protecting What's Important

Personal Insurance

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Insurance Reviews for Cost Savings