Individual Planning Services

Individual Planning Services Include:

You want to be ready for what comes next in your life. Whether you’re close to retirement or just starting out, I can help with a financial strategy that’s tailored to fit your needs right now and going forward.

 
Prepare for what's next:
Getting married
Buying a home
Starting a family
Saving for college
Dealing with divorce
Living in retirement
 
Set realistic financial goals:
Maximizing retirement contributions 
Eliminating debt
Investing for the future
Reviewing investments
 
Protect what matters most:
Income
Loved ones
Assets
 
Create your legacy:
Estate planning strategies
Charitable giving