SERVICES
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CLIENT ENGAGEMENT
Initial Complimentary Consult - Limit 1 Hour, Assessing Different Financial Household SituationsRegular Review Meetings
Monthly Economic Update and Newsletters
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INVESTMENT PORTFOLIO DESIGN
Risk AssessmentSimple Brief Financial Plan
Initial Written Comprehensive Investment Plan
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SEMINARS & EVENTS
Provide Educational WorkshopsSpecialized Events to Learn New Skills
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RETIREMENT PLANNING
Detailed Retirement Income Analysis of Pensions, Social Security, Cash Flow, and Other Assets. Develop Strategies to Accumulate Retirement Assets in a Tax Efficient Manner![](/files/35466/RiskManagement.png)
RISK MITIGATION
Overview of Advanced Insurance:Auto, Home, Disability, Umbrella, Keyman, LTC and Health
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ESTATE PLANNING
Long Term Care and Life InsuranceComprehensive Legacy Plans & Gifting
Coordination Assistance with your Attorney
Legal Document Reminders
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TAX MINIMIZATION STRATEGIES
Basic Tax Strategy Analysis Coordination Assistance with your CPA Year End Tax Strategy Planning Tax Minimization is a Significant Focus of your Financial Planning Success![](/files/35466/OnlineAccess.png)
ONLINE ACCESS
Virtual MeetingsTexting
Online Notebook
Online Account Access
Utilize Automation Interactions
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