Financial Planning

We work together with our clients to build and implement effective financial plans that consider and coordinate every aspect of their financial lives, including investments, taxes, retirement, eldercare, legacy, debt, and insurance.

Available services include:

  • Conduct financial wellness reviews
  • Develop goals-based and cash-flow-based plans
  • Calculate when clients can afford to retire
  • Optimize Social Security claiming strategies
  • Develop and implement retirement income plans
  • Conduct prolonged bear market stress-testing
  • Create consolidated net worth statements
  • Identify cash and liquidity needs
  • Perform education funding requirements
  • Provide secure online document vault
  • Identify securities-backed lending solutions
  • Analyze reverse mortgage options
  • Conduct Monte Carlo simulations to predict the probability of a particular outcome
  • Identify and incorporate health care costs into financial plans 
  • Review employer benefits
  • Analyze real estate holdings

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