Your financial security is too important to be left to chance and deserves the attention of a financial planning professional. Upon your request we would be happy to help you with any number of important financial planning issues, including those shown below.
Determine the annual investments you should make for retirement.
Develop investment strategies for reducing your income taxes.
Analyze the performance and management of your existing portfolio; including mutual funds, securities, real estate and other assets you own.
Set up a program to automate your investment process.
Review your life, health, or long-term care insurance policies and needs.
Discuss issues pertaining to your estate plan. These can include your will, trust, or durable power of attorney.
Recommend actions to help reduce the impact of estate taxes.
Assess your income and spending patterns to help you live within your means.
Analyze your pension rollovers and lump-sum pay-out options.
Provide referrals to accountants, trust officers and attorneys and work closely with them.
Special Need Trust If one of your children is mentally or physically handicapped you may want to consult with an attorney about setting up a Special Needs Trust for that child. People with disabilities are frequently eligible for various forms of government assistance. One of these programs is Medicaid and Supplemental Security Income or SSI. The benefits paid under this program cease whenever the recipient has more than $2000 in their own name. If a parent should die and their disabled child was to inherit his or her parent’s estate, all of those assets would need to be consumed down to the $2000...Read More
