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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.