Individuals and Families
Individuals and families have a number of financial issues.
Here are some of the most common ones, which we dissect as part of our financial planning process:
Cash
flow planning
Insurance
requirements
(life and disability, homeowners, automobile, umbrella policy)
Having an
emergency fund
Paying off debt,
including student
loans
Funding for
education of children
and grandchildren
Tax, Estate and
Legacy planning
Charitable
giving
Optimizing Social
Security claiming
strategy
Retirement
planning
Post-retirement
and wealth transfer
planning
Pre and post-nuptial
agreements
Buy-sell agreements
with partners in a
business or profession
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Many of the individuals and families who retain us share one trait
They are anxious about their financial future
Learn more from our blog!
Integrating Life, P&C and Disability Insurance with Your Overall Financial Plan
Insurance is a critical component of a well-rounded financial plan. Life, property and casualty (P&C), and disability insurance each serve distinct purposes, protecting different aspects of your financial health.
Facilitating Open Communication: Financial Advisors and Family Wealth Transfer Meetings
Facilitating open communication about wealth transfer is vital to ensure the longevity and harmony of family wealth. Here’s how you can work with your financial advisor to foster transparent discussions and build trust among family members.
A Recent Amendment to Supplemental Security Income Regulations Will Help the Disability Community
The Social Security Administration (SSA) recently amended its Supplemental Security Income (SSI) regulations. This federal program provides financial assistance to elderly, blind, and disabled individuals with limited income and resources.
If opportunity doesn’t
knock, build a door.
