Investment Planning

• Asset Allocation
• Portfolio Review
• Withdrawal Strategies

Retirement Planning

• Retirement Goal Setting
• IRA, Roth IRA contributions
• Exmployer Retirement Plans
  • Simple IRAs
  • SEP IRAs
  • 401(k)s
  • 403(b)s

Risk Management

• Asset Allocation
• Life Insurance
• Disability
• Long-Term Care Insurance

Assistance of Loved Ones

• Gifting
• Education Planning
• Caring for Elderly
• Roth IRAs for Children
• UGMA / UTMA