We help
you
teachers
doctors
retirees

with
Investment Planning
• Assessing your level of risk tolerance
• Understanding your investment objectives and time horizon
• Developing an asset allocation strategy that's right for you
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Retirement Planning
• Estimating retirement income and expenses
• Estimating the value of government programs
• Determining the amount you need to save now to help meet future retirement income goals
• Analyzing "what if" scenarios
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Protecting Against Financial Crisis
• Helping ensure your family's ongoing financial needs will be met if you die
• Helping insure against income or asset loss due to illness, injury, or long-term care needs
• Planning for continuing your business
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Assessing Your Financial Situation
• Tracking income and expenses
• Determining net worth
• Establishing an emergency fund
• Examining your employee benefits
• Identifying financial roadblocks
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Saving for Major Expenses
• Funding a college education
• Buying a house or car
• Developing a cash reserve for special occasions, like weddings or vacations
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Tax Planning Strategies
• Helping project federal income taxes
• Developing tax strategies
• Helping to stay abreast of tax law changes
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Estate Planning Strategies
• Alongside your attorney, helping to plan the orderly distribution of your estate
• Helping to reduce estate taxes
• Funding estate taxes
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