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 Understand Your Financial Concerns

Examine Your Present Financial Situation

Have Adequate Protection



Accumulate Wealth


  • Know your current net worth
  • Provide for dependents in case of death
  • Create a cash reserve
  • Track your current income and expenses
  • Replace earning power if disabled
  • Buy a house or vacation home
  • Estimate your future net worth, income and expenses
  • Address health care concerns
  • Buy a business or income property
  • Plan for emergency needs
  • Provide for auto, home and personal liability protection
  • Accumulate money for education expenses
  • Determine the value of your business
  • Provide for potential long term care costs
  • Save for a special purpose
  • Protect your ability to pay a mortgage
  • Manage debt
  • Protect your ability to meet accumulation / education goals
  • Review investment portfolio
  • Plan for business continuation
  • Provide for a special needs child or dependent



Manage Income Taxes

Plan for Retirement

Preserve Wealth

  • Manage federal income taxes
  • Ensure adequate retirement income:
    • Government benefits
    • Employee benefit plans
    • Personal savings and investments
  • Manage excessive estate settlement costs and inheritance taxes
  • Manage state income taxes
  • Provide for the cost of adequate:
    • Medical care
    • Nursing home care
  • Continue or transfer ownership of:
    • Personal assets
    • Business assets
  • Estimate federal and state income taxes
  • Manage retirement distributions
  • Use estate planning vehicles
  • Analyze how your business affects personal income taxes
  • Use business assets for retirement
  • Provide estate liquidity to meet estate settlement costs
  • Review stock option plans
  • Estimate the impact of earlier or later retirement age
  • Assess the effects of blended family on estate plans
  • Develop charitable gifting strategies
  • Address the impact of property owned in different states


Enjoy a richer experience planning for your future.

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