Individuals and Families

Does your plan match up with your current life stage? 

Depending on where you are at, here are some of the planning topics we might discuss when we meet:

Young - Single:

  • Employee Benefits
  • Medical Insurance
  • Managing Debt
  • Bugeting + Cash Flow
  • Emergency Fund
  • Savings Strategies
  • Basic Estate Planning

Young - Married

  • Employee Benefits
  • Medical Insurance
  • Managing Debt
  • Budgeting + Cash Flow
  • Buying a Home
  • Emergency Fund
  • Savings Strategies
  • Basic Estate Planning
  • Life Insurance Needs
  • Income Protection

Young - Married With Children

  • Employee Benefits
  • Medical Insurance
  • Manging Debt
  • Budgeting + Cash Flow
  • Buying a Home
  • College Savings Plans
  • Emergency Fund
  • Savings Strategies
  • Life Insurance Needs
  • Income Protection
  • Basic Estate Planning

Peak Earning Years

  • Employee Benefits
  • Medical Insurance
  • Managing Debt
  • College Savings Plans
  • Income Protection
  • Estate Plannintg
  • Emergency Fund
  • Wealth Management
  • Life Insurance Review
  • Caring for a Parent

Pre-retire

  • Analysis of Retirement Assets
  • Distrubution Planning
  • Social Security Analysis
  • Managing Debt
  • Wealth Management
  • College Savings Plans
  • Legacy Planning
  • Estate Planning Strategies
  • Caring for a Parent

Retirement Years

  • Distribution Planning
  • Pension Elections
  • Social Secuirty Elections
  • Retiremnt Budgeting
  • Retiurement Plan Reviews
  • Wealth Management
  • Legacy Planning
  • Estate Planning Strategies
  • Caring for a Parent
  • Financial Support for a Child
  • Supplemental Healthcare
  • Long-term Care Analysis
  • Chartable Giving
  • Pre-need Planning

Passing on Wealth

  • Wealth Management
  • Capital Preservation
  • Healthcare Needs
  • Financial Support of a Child
  • Estate Planning
  • Charitable Giving
  • Pre-needs Planning
  • Tax Analysis