We begin by reviewing your overall financial plan.
The following are what we’ll discuss with with a prospective client to ensure various aspects of the total plan are covered:
- Estate Planning
- Wills
- Trusts
- Heirs
- Charitable Remainder Trust
- Retirement Planning
- Investments
- 403(b) Plans, 401(k) Rollovers, 457 Rollovers
- PERS, Pensions
- Roth and Traditional IRAs
- Risk Management
- Life Insurance
- Long-term Care Insurance
- Disability
- Asset Management
- Assisting Children
- College
- Living Expenses
- Assisting Parents
- Retirement
- Long term care