Planning Services Finding





Our planning services help you find the answers to questions like...

  • Am I maximizing my employee benefit options for me and my family?
  • How do I choose healthcare insurance options?
  • Am I maximizing my retirement plan options through my company?
  • Should I be doing anything else to save for retirement outside my work plan?
  • How do I make sure I’m on the right track?
  • How much money do I need to keep for emergencies?
  • How much money should I spend on a home?
  • What is compound interest and how do I understand the value?
  • How do I efficiently manage taxes?
  • How do I pay for (or pay back) college expenses?
  • What are my risks with starting a business?
  • How can I best manage my liabilities/debt?
  • What is a good investment strategy for someone just starting out?

We help you find the answers by:

  • Reviewing & educating you on your employee benefit program and assisting you with choosing the best options for you and your family
  • Understanding and maximizing your health and disability insurance options
  • Reviewing your retirement savings plan options through your employer and conducting a retirement savings projection
  • Offering other retirement savings plan options that will help reach your goals
  • Helping you discover your life goals and putting together a realistic plan towards reaching them
  • Setting up specific savings buckets for big purchases, unexpected events, and life circumstances
  • Taking advantage of compound interest and leveraging future earnings
  • Evaluating the best tax strategy for you to minimize the impact of taxes
  • Educating you on 529 college savings plans and other college savings accounts
  • Conducting an action plan & risk assessment for starting a business
  • Creating a liability management plan for student loans, credit card debt, large payments, etc.
  • Building a diversified portfolio by determining your risk tolerance and constructing an investment strategy geared toward meeting your goals