Financial Management for Individuals

SERVICES FOR INDIVIDUALS

Identify Your Budget and Goals
The foundation of any financial plan.

Insurance
Who do you want to cover? Pay off the house? Pay for college? Provide income so your spouse doesn’t have to return to work?

Long Term Care
How do you use long term care insurance to protect those retirement benefits?

Saving Strategies
How much should go to your 401(k)? To a Roth? To college savings?

Retirement Planning
What do you do with those pension and 401(k) assets you’ve accumulated? When you should start taking social security? Are you eligible for spousal social security benefits?

College Savings
Tax advantaged savings for higher education with estate and gift tax advantages.

Other Investments
Because we are an independent firm, we have access to a world of sophisticated investment options beyond the usual stocks, bonds, and mutual funds.