Broker Check

8 Wealth Management Issues

Investment Management

In today’s investment environment, it is easy for you to be overwhelmed by an overabundance of information without individualized guidance. When everyone has their own unique financial situation, a “one size fits all” investment plan can be detrimental. We can help you thoroughly assess your entire portfolio before working to build a long-term investment strategy, diversifying your assets* and even dealing with tax implications.

Cash Flow & Debt Management

It’s common knowledge that one should spend less than he or she earns, but unfortunately it’s not always put into practice. We can help you evaluate your current and future sources of income, become more strategic with your monthly budgets and set aside some cash for emergencies.

Family Risk Management

A key part of planning for the future is helping you protect your retirement savings and your ability to earn income. We can provide insurance products that help protect you through unforeseen events.

Retirement Planning

Life expectancies are increasing and pension plans are disappearing. We can help you generate a clear vision of what you want from retirement – and establish a financial strategy that can help you get there.

Education Planning

Education planning choices can be confusing and convoluted. We can guide you through this process and help you understand the implications of how your savings will affect your child’s ability to qualify for financial aid and how your income, gift and estate tax situation will play into it.

Estate Planning

A well-crafted estate plan ensures that your wishes will be honored– even after you are gone. We can help you avoid the tragic (yet common) mistake of putting off estate planning until it’s too late.

Business Planning

If you run a business, it’s likely you also need assistance in dealing with other vital issues- employee benefits, business financial goals and risk management. We will be able to give financial planning input that helps you protect your family, your business and your future.

Special Situations Planning

Throughout your life, as you pursue long-term goals, unexpected financial needs will arise. Whether it’s planning for a wedding, taking a spontaneous vacation, buying a second home or an unforeseen event- you will have big financial decisions to make. We can help ensure that you are well equipped to adjust your financial plan without jeopardizing your long-term goals.