Minimizing Cost of Debts

 

  • Student Loans
  • Credit Cards
  • Mortgage
  • Personal Loans
     

 

Opportunities for Disposable Income

 

  • Income vs. Expenses
  • Allocating Excess Income
     

 

Preparing for What’s Next

 

  • Benchmarking/Tracking Your Ideal Retirement
  • Social Security Timing
     

 

Funding the Right Buckets

 

  • Asset Allocation
  • Asset Location
  • Tax Efficient Investing
     

 

Saving for Their Future

 

  • Setting Money Aside For Their Future
  • Saving For College

 

Protecting You and Loved Ones

 

  • Home & Auto Insurance
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
     

 

Minimizing Tax Liability

 

  • Tax Return Review
  • Tax Gain/Loss Harvesting
  • Roth Conversions
  • Charitable Gifting Strategies
     

 

Asset Transition

 

  • Wills
  • Trusts
  • Power of Attorneys
  • Health Care Proxy