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.