Broker Check

Financial Plans and Consultation

(Limited Engagement)

You have worked hard to accumulate your wealth. What are you doing to ensure your hard work continues to pay off? We believe that a solid financial plan combined with a distinct retirement plan will not only protect your current wealth but will vastly impact its growth in the future.

We give our clients options for how they wish to work with us on a limited basis through either a comprehensive Financial Plan, a Personal Consultation, or a Business Consultation.

Financial Plan

A holistic personal financial analysis that incorporates your current financial state into a written, short and long-term plan. This option provides you with a hard copy plan that includes a summary, recommendations, and action steps for implementation.

  • Creation of a net worth statement
  • Budgeting and cash flow analysis
  • Income tax assessment
  • Goal identification and prioritization
  • Insurance needs analysis
  • Investment portfolio review
  • Company retirement plan review
  • Employee and group benefits review
  • Basic estate planning
  • Education funding strategy
  • Social Security planning
  • Medicare planning
  • Recommendations
  • Electronic and hard copy of your plan

Personal Consultation

An option if you   want specific advice on one or a few areas of your financial life. This is less comprehensive than a Financial Plan and may include one or more specific needs, such as: 

  • Evaluation of your employer Benefits
  • Debt Analysis
  • Savings Strategies
  • Investment Review
  • Insurance Gap Analysis
  • Education Planning
  • Estate Planning Needs
  • Mortgage Refinancing
  • Social Security Planning
  • Medicare Planning
  • Large Purchases
  • And More...

Business Consultation

Current business structure evaluation focused on owner tax savings using business retirement plans and other business planning strategies. This includes a written plan of options available and action steps.

Review of:

  • Business retirement plans available
  • Multiple scenarios for owners/employees
  • Cost of each plan
  • Profit Sharing options
  • How to max out owner contributions

Also included:

  • Insurance buy/sell analysis to cover risk
  • Business growth strategies
  • Business succession planning strategies
  • Collaboration with other professionals
  • Plan implementation

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