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Comprehensive Planning Services

Comprehensive Planning


  • Retirement Planning

  • Social Security and Medicare
  • IRA contributions/conversions
  • RMDs/withdrawal strategies
  • Achieving retirement targets
  • Annuities & pension analysis
  • Employer-sponsored plans
  • Budgeting, debt management
  • Investments

  • Review of all portfolios
  • Investment Policy Statement
  • Asset class diversification
  • Withdrawal strategies
  • Risk tolerance
  • Time horizon 
  • Risk Management

  • Life insurance
  • Long-term care solutions
  • Disability insurance
  • Health insurance
  • Home and auto insurance
  • Review existing policies
  • Estate Planning

  • Wills and trust documents
  • Other estate documents
  • Asset protection
  • Beneficiary designations
  • Charitable & family gifting
  • Business succession
  • Asset titling
  • Income Tax Planning

  • Roth IRA conversions
  • Realized gains and cost basis
  • Tax loss harvesting
  • Asset location strategies
  • Charitable & family gifting
  • Coordinate with tax accountant
  • College Planning

  • 529 College Savings Plans
  • College financing options
  • UGMA/UTMA
  • School selection process
  • Roth IRAs for children
  • Funding plans 

Before investing using mutual funds consider the fund’s investment objectives, risks, charges and expenses. For more complete information, including charges and expenses, contact your financial advisor for a prospectus. Read the prospectus carefully.