Business Planning Services
Business planning develops a strategy to harvest the necessary wealth from your business for retirement. It focuses on retirement readiness for both you and your employees.
This service includes:
> Wealth Harvesting
Financial Planning Services
A financial plan is designed to show you where you are and present strategies on how to get where you want to be. The pieces below, provided in a financial plan, will act as a road-map to help you achieve your personal and/or business goals.
This service includes:
> Financial Organization
> Strategy Implementation
> Alignment of Objectives
> Asset Mapping
> Situation Analysis
> Retirement Readiness
> Income Planning
> Legacy Planning
Investment Strategies
Personalized investment strategies are designed for you based on your individual risk tolerance, goals and time horizon.
This service includes:
> Qualified Accounts
> Non-Qualified Accounts
> UTMAs
Risk Protection Strategies
After evaluating your individual or business needs, we develop an insurance coverage plan built for your specific situation.
This service includes:
> Key-Person Insurance
> Trust-Owned Insurance
> Long-Term Care Insurance