Comprehensive Financial Planning

Do you know if you have enough money to retire and live comfortably?  We can create a full financial plan to let you know if you are on track.  If it is determined that you aren’t on track we can help identify the holes and determine what you need to do to get where you want to be.  Do you have any shorter-term goals (vacation home, saving for college) that you need advice on the potential best course of action to pursue it?  Some of our other services that are included are social security collection strategies, pension benefit maximization, beneficiary reviews, wealth transfer, potential estate planning documents that may be necessary and charitable giving (DAF)