Small Business
Financial Planning:
- Comprehensive financial plan creation
- Financial goal setting and prioritization
- Cash flow management and budgeting
- Debt management strategies
Investment Planning:
- Investment portfolio analysis and management
- Asset allocation and diversification strategies
- Retirement planning and investment strategies
- College savings planning (e.g., 529 plans)
Retirement Planning:
- Retirement income planning
- Social Security and pension maximization
- Retirement savings strategies
- Required Minimum Distributions (RMD) planningtment strategies
Tax Planning:
- Life insurance needs analysis
- Disability insurance planning
- Long-term care insurance
- Health insurance review and recommendations
Estate Planning:
- Estate plan review and recommendations
- Trust planning and management
- Wealth transfer strategies
- Charitable giving strategies
Education Planning:
- Education funding strategies
- College savings plans (e.g., 529 plans)
- Financial aid and scholarship guidance
Business Planning:
- Succession planning for business owners
- Employee benefits and retirement plans
- Business continuity planning
Specialized Services:
- Divorce financial planning
- Financial planning for special needs families
- Elder care financial planning
Wealth Management:
- Ongoing portfolio monitoring and adjustments
- Quarterly or annual review meetings
- Performance reporting and analysis
- Coordination with other professionals (e.g., attorneys, accountants)
Client Education:
- Financial literacy workshops and seminars
- Personalized financial education and coaching
- Resources and tools for financial decision-making