- Tax PlanningIn renewal years, I meet with you 3 or 4 times to track your progress and make necessary changes. These appointments focus on investment updates, tax planning, and review of changes in your situation. As with the initial year, you may contact me at any time to ask questions.
- Bonds
- Financial PlanningTogether we will complete a review of each of the financial planning areas, and decide what changes are appropriate and consistent with your goals. I will make specific and simple recommendations for implementation, and then be there to encourage, explain and guide as you follow through.
- Retirement PlanningUsing specialized software, we will forecast anticipated retirement scenarios to make sure your savings and investments are adequately preparing you for retirement. Relatively small changes made in time will have a significant positive effect on your retirement lifestyle.
- College FundingDuring the initial year I schedule appointments to review all areas of financial planning. These include cash flow, goal setting, investment review and implementation, insurance, estate and tax planning. In addition, I calculate a financial independence projection, and help with business planning or education planning if required. You receive recommendation sheets and other documents at each appointment and help with implementing the necessary changes. Between appointments, I keep in touch with you via email and phone. You may contact me at any time to ask questions.