Q. Who’s it for?
A. You have specific money questions or issues that you need advice on, you prefer to pay for only what you need, and you do not need an on-going relationship nor investment management.
What kinds of Money Questions Can We Help With?
Employee Benefits - 401k Allocation, Stock Options, Restricted Stock, Health Savings Accounts, Flexible Spending Accounts, Deferred Compensation
Insurance - Life, Disability, Long-Term Care
Investments - Allocation, Risk, Projections, Cost Analysis, Cash Balances
Taxes - Tax Planning, Deduction Maximization, Optimization, Coordination
Estate Planning - Wills, Trust, Health Care Proxies, Power of Attorney, Letter of Instruction
Retirement - Projections, Planning, Spend Down Decisions, Answer to "Am I on Track?"
Housing - Rent vs. Buy Decisions, Deduction Optimizations, Long-term Projections
Budgeting - Spending Analysis, Expense Reduction Strategies, Debt Payoff
Liabilities - Debt Optimization, Refinance Decisions, Restructuring
Risk - Home, Auto, Umbrella, Cyber Security, Emergency Fund
Open Enrollment & Social Security Optimization