Holistic fee-based financial planning. I believe that planning starts
and ends with the client's goals and objectives in mind.
Using state of the art software (E-Money), we can run various scenarios including: retirement
planning, college funding, insurance planning, and planning for a loved one with special
needs. We can also look at various stress tests and "what-if" scenarios of what could go wrong
(a long-term care event or loss of a job for example) and illustrate what impact this
may have on the plan long term and the probability of success for these various
scenarios. Finally, we will make specific recommendations tailored to the client's objectives
and concerns to help mitigate these risks including possibly reallocation of
investments1, additional or a different type of life insurance, disability income
planning, college funding strategies, and estate planning.
