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Our clients’ success determines our own. So we ensure both by collaborating with our clients to achieve their desired outcome.

Whether you are interested in our retirement planning process or how to pay for long-term care for an aging parent, our process follows a comprehensive and strategic path.

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Our Services

Our goal with an Income for Life plan is to help you manage your assets to last throughout retirement. We create a road map, designed in partnership with you, using a 4-step process.

Income for Life

Our goal with an Income for Life plan is to help you manage your assets to last throughout retirement. We create a road map, designed in partnership with you, using a 4-step process.
If you are dealing with a long-term care crisis for an aging parent, the Eldercare Financial Plan will become your roadmap on how to pay for Home Health Care, Assisted Living, or Nursing Home costs in the most tax efficient, cost effective way possible.

Eldercare Financial Plan

If you are dealing with a long-term care crisis for an aging parent, the Eldercare Financial Plan will become your roadmap on how to pay for Home Health Care, Assisted Living, or Nursing Home costs in the most tax efficient, cost effective way possible.
Coordination of Legal Documents - Beneficiary Reviews - Wealth Distribution to Family or Charity - Board Certified Estate Planning Attorney who works with majority of our clients

Estate Planning

Coordination of Legal Documents – Beneficiary Reviews – Wealth Distribution to Family or Charity – Board Certified Estate Planning Attorney who works with majority of our clients
Tax Return Review - Strategies to Reduce Tax Burden - Business Tax Efficiencies - Tax Advantaged Retirement Plans - Tax Considerate Elder Care Plans

Tax Planning

Tax Return Review – Strategies to Reduce Tax Burden – Business Tax Efficiencies – Tax Advantaged Retirement Plans – Tax Considerate Elder Care Plans
Social Security & Company Benefit Coordination - 401K Rollover Planning - Pension Analysis - Analysis of Retirement Plan Options - Realistic Goal Setting

Retirement Planning

Social Security & Company Benefit Coordination – 401K Rollover Planning – Pension Analysis – Analysis of Retirement Plan Options – Realistic Goal Setting
Life Insurance - Insurance Needs Analysis - Long Term Care - Health or Life Based coverage - Medicare Supplements - Burial Policies - Review of Existing Policies

Insurance Coverage

Life Insurance – Insurance Needs Analysis – Long Term Care – Health or Life Based coverage – Medicare Supplements – Burial Policies – Review of Existing Policies

Our Case Process

Clearly define and understand your planning needs and goals.

Clarity

Clearly define and understand your planning needs and goals.
Comprehensive analysis and evaluation of all sources of income, expenses, cash flow, taxes, current asset allocation, economic variables and health/longevity risks.

Assessment

Comprehensive analysis and evaluation of all sources of income, expenses, cash flow, taxes, current asset allocation, economic variables and health/longevity risks.
Analysis of the facts and creation of a written, comprehensive plan in a language that you can understand.

Written Word

Analysis of the facts and creation of a written, comprehensive plan in a language that you can understand.
Our plans live and breathe . Upon implementation of the plan, we carefully monitor it to ensure it meets expectations - and communicate the results on a regular basis through periodic reviews and performance reports.

Implementation

Our plans live and breathe . Upon implementation of the plan, we carefully monitor it to ensure it meets expectations – and communicate the results on a regular basis through periodic reviews and performance reports.

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