Our Services

How We Can Help

[KGVID width=”600″ height=”337″ autoplay=”true”]http://strategicfp092.wpengine.com/img/boxVideo.flv[/KGVID]

  • Asset Allocation/Reallocation
  • Auto Purchase Evaluation & Negotiation
  • Beneficiary Designation Counseling
  • Business Planning
  • Business Management Succession Planning
  • Career/Job Change Analysis
  • College Planning and Funding
  • Coordination with Other Professionals & Advisors
  • Disability Income Needs and Policy Evaluation
  • Employee Benefit Evaluation
  • Employment/Partnership Contract Review & Negotiation
  • Estate Planning Advising and Review
  • Family Financial Planning Coordination & Management
  • 401K Advising, Rollover & Monitoring
  • Health Insurance Policy Evaluation
  • Home & Property Purchase or Sale Evaluation
  • Inheritance Management & Planning
  • IRA Distribution Analysis
  • Life Insurance Needs and Policy Analysis
  • Long Term Care Needs and Policy Analysis
  • Lump Sum/Annuity Comparison for Retirement
  • Mortgage Financing Alternatives
  • Pension Annuitization and Maximization Alternatives
  • Pension/Profit-Sharing Plan Design
  • Property and Casualty Policy Review
  • Retirement Income/RMD Analysis
  • Retirement Package Review
  • Retirement Goals, Transition and Relocation
  • Retirement Plan Creation for Business
  • Retirement Plan Rollover Advising
  • Risk Management Review
  • Roth IRA vs. Traditional IRA Analysis
  • Social Security Counseling
  • Stock Option Evaluation & Strategies
  • Tax Planning & Tax Return Review

Certified Financial Planner FPA Napfa Registered Financial Advisor Fee Only

Choose RSS Feed