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Financial Planning 

Just a few of the questions we can answer for you with our financial planning tools:

1. Should I make it a priority to pay off my mortgage before I retire?
2. Do I have enough life insurance coverage?
3. How much should I be saving for my daughter’s college?
4. Can I retire at 56?
5. Where does all my money go (why can’t I save more)?
6. What will my income taxes look like in retirement?
7. Do I have enough in my “emergency savings account”?
8. When should I begin taking Social Security?
9. What if I need to live in an assisted care facility before I die?
10. Do I have too much life insurance coverage?

Our tax-focused planning will demonstrate how you can achieve your goals based on  your current financial situation and your future plans for saving and  investment.

Your plan will include a net worth  statement, summaries of current assets and liabilities, and an analysis  of retirement goal success probability.

For a one-time plan fee, we are available to you for any questions,  and we also include an insurance needs analysis (life & disability),  estate planning options and considerations, estate-tax estimates, goal  achievement evaluations (Do you want that RV at age 60, or will it  derail your long-range plans?), a lifetime estimation of cash flow,  social security optimization, future tax projections, Roth conversion  planning, Monte Carlo simulations, “What-if” stress test scenario analysis, and debt  repayment strategy analysis.


Financial Planning Fees