Clients & Planning

Businesses

  • Qualified and Non-Qualified Retirement Plans
  • Succession Planning
  • Key Person Planning
  • Executive Compensation Planning 

Individuals and Families

  • Cash Flow Planning
  • College Planning
  • Insurance Planning
  • Retirement Planning
  • Investment Planning
  • Estate Planning   

Women Facing Transition 

Divorce

  • Evaluate marital assets
  • Evaluate and project settlement agreements
    • Potential drop in standard of living
    • Alimony and child support
    • Property settlement
    • Social Security
    • Insuring alimony and child support
    • Taxes and debt
    • Health insuranse
  • Financial plan for the future
  • Coordinate with legal and tax professionals  

Widowhood:

  • Evaluate marital assets
    • Property transfers
    • Social Security
    • Survivor’s benefits
    • Retirement plans
    • Tax
    • Health insurance
  • Settlement of the estate
  • Coordinate with legal and tax professionals
  • Financial plan for the future