This service is a Financial Fitness program designed to assist you with the unique decisions and concerns of a retiree or pre-retiree.  Some areas include income generating investments, lump sum pension rollovers, estate planning revisions, long-term care planning, and company retirement options. This service is completed in two meetings with multiple members of the planning staff.

 

This service is for the self-employed individual who owns a majority (or equal) position in a company. It also includes all elements of the Financial Fitness  with an emphasis on how the business structure impacts your personal financial planning. This service is completed in two meetings with multiple members of the planning staff.

 

This service is for today’s young professionals and young couples with growing families. Utilizing a compressed Financial Fitness  format, this service is completed in one meeting with two financial planners and generates a prioritized action plan to help meet objectives in order of priority.