Personal Solutions
Financial Resource Analysis
- Life & Disability Income Insurance Needs
- Analysis of Savings and Investments
- Retirement Income Needs
- Budgeting and Cash Flow Study
- 401K and Pension Review
Retirement Planning
- Individual Retirement Accounts (IRAs)
- Fixed and Variable Annuities
- Retirement Needs Analysis
- Tailored Retirement Programs
- Long Term Care Insurance
Tuition Funding Programs
- College Costs Analysis
- Analysis of Investment Alternatives
- Insurance and Investment Plans
Investment Products
- Mutual Funds
- Unit Investment Trusts
- Variable Annuities
- Direct Participation Programs
- Securities Brokerage Services
Estate Analysis
- Hypothetical Probate Analysis
- Tax Reduction Strategies
- Charitable Giving
- Legacy Planning
- Generational Wealth
- Create a Life Care Plan
- Understand the financial and legal issues in special needs planning
- Protect future eligibility for government benefits
- Access local organizations and advocacy groups
- Determine how much money is needed to provide for lifetime quality care
- Determine funding options for special needs trusts