Financial

Financial Planning:

Prepare Financial road maps

to better understand a client’s financial goals and dreams

Prepare financial plans

to help plan for things such as college education of children, retirement, wealth preservation, wealth transfer (utilizing computer modeling tools and qualified plans such as Roth IRAs, IRAs, 529 plans and other tax deferred investments)

Prepare & optimize ERISA plans

forbusinesses (such as deferred compensation plans, 401(k)s, solo 401(k)s, SEP IRAs, Section 79 plans, pension plans, cafeteria plans and group insurance) modeled by specialized software

Prepare tax plans

to assist clients in reducing taxes utilizing all financial resources and prepared by state of the art software

Prepare insurance plans

to plan for life and health insurance needs

Prepare estate plans

to help minimize estate taxes (with referrals to attorneys)

Prepare asset protection plans

by gathering information and discussing client needs (with referrals to attorneys)