Retirement Planning

• Retirement needs analysis 
  
• Construct a Retirement Plan that will determine if there is a potential for cash short falls 
  
• Review existing retirement plans such as 401(k), 403(b), Sep IRA, Traditional IRA, Roth IRA, Simple IRA, Health Savings Plan
  
• In-depth analysis of all Life, Health, Disability, Long-term Care, Home, and Auto insurance
  
• Review all beneficiary designations and Powers of Attorney
  
• Review Wills, Medical directives, Trusts, Endowments, Medicare and supplemental insurance
  
• Discuss Legacy Planning 
  
• Review Social Security options
  
• Tax planning Note: We are not permitted to give tax advice. We advise you to discuss all tax issues and concerns with your tax advisor.