Individual Planning Services
You want to be ready for what comes next in your life. Whether you’re close to retirement or just starting out, we can help with a financial strategy that’s tailored to fit your needs right now and going forward.
- Taking the time to listen and figure out what is most important to you
- Organizing your “Financial Junk Drawer”
- Protection Strategies
- Reviewing Investments
- Debt Reduction and Creating a Budget
- Market Education
- Estate Planning Needs
- Getting Married
- Buying a Home
- Starting a Family
- Saving for College
- Dealing with Divorce
- Preparing for Retirement
- Living in Retirement
- Work through what your future looks like (when do you plan to retire, what that looks like for you)
- Accumulation Strategies
- Maximizing Retirement Contributions
- Future Wealth Projections
- Building a plan for the next 5-7 years and having a strategy for what that transition to retirement looks like. People’s ideas of retirement can be vastly different, so we need to work on creating the retirement that is right for you
- Tailored Distribution Strategies
- Lifestyle Retention and Continuance
- Tax Efficiencies
- Long Term Care Planning
- Legacy Planning