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Financial Planning

Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and construct and implement a financial plan designed to help you achieve them. And because life is unpredictable, we'll monitor your progress on a regular basis to ensure your plan evolves as your needs and the situation around you changes.

 

Life Insurance Planning

Many people realize that they need life insurance. And, many people have opinions about what type of life insurance they prefer. We regularly help people determine how much life insurance they need and what types or combination of types of coverage are best suited to help them further their own objectives. A well-constructed life insurance policy can be a valuable part of your overall financial security plan. We will help you look at this in the context of your overall financial security plan and help you determine what makes the most sense for your particular situation.

Disability Income Planning

Disability income insurance protects one of your most valuable assets - your ability to earn an income. A disability could suspend or terminate your income for an extended period of time. It may force you to close your business. With my expertise in disability income planning, I am able to recommend disability income insurance products.

Estate Planning

You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. You need a solution that remains flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime while you prepare for the efficient transfer of those assets after you die.

Retirement Planning

Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and and put solutions in place designed to help ensure you achieve the retirement of your dreams.

 

Long Term Care Planning

After a lifetime of work and proper preparation, a secure retirement can be your reward. That security will only be as strong as your ability to stay healthy. Most people would agree that their most important asset is their health. That is why it's important to ensure that if you are ever faced with an extended illness, you will receive the kind of care you need. Together with our specialists, I'll assist you in determining your long-term care needs and design solutions tailored to your unique situation.

 

Employee and Executive Benefits Planning

Employee benefits are an important part of the growth of your business. Benefits such as health insurance, pension plans, group life and disability income plans make up the compensation package that helps ensure continued employee satisfaction and well-being within your company. Designing an employee benefit approach can be a complicated, technical and time-consuming matter. Working with a specialist who offers access to comprehensive employee benefit services through local and independently owned companies, provides a number of advantages, including experienced professionals with access to top providers and a wealth of benefit choices tailored to meet your business' ever changing needs.

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