Does your plan match up with your current life stage? 

Depending on where you are at, here are some of the planning topics we might discuss when we meet:

Young - Single:

• Employee Benefits
• Medical Insurance
• Managing Debt
• Budgeting + Cash Flow
• Emergency Fund
• Savings Strategies
• Basic Estate Planning

Young - Married

• Employee Benefits
• Medical Insurance
• Managing Debt
• Budgeting + Cash Flow
• Buying a Home
• Emergency Fund
• Savings Strategies
• Basic Estate Planning
• Life Insurance Needs
• Income Protection

Young - Married With Children

• Employee Benefits
• Medical Insurance
• Managing Debt
• Budgeting + Cash Flow
• Buying a Home
• College Savings Plans
• Emergency Fund
• Savings Strategies
• Life Insurance Needs
• Income Protection
• Basic Estate Planning

Peak Earning Years

• Employee Benefits
• Medical Insurance
• Managing Debt
• College Savings Plans
• Income Protection
• Estate Planning
• Emergency Fund
• Wealth Management
• Life Insurance Review
• Caring for a Parent

Pre-retire

• Analysis of Retirement Assets
• Distribution Planning
• Social Security Analysis
• Managing Debt
• Wealth Management
• College Savings Plans
• Legacy Planning
• Estate Planning Strategies
• Caring for a Parent

Retirement Years

• Distribution Planning
• Pension Elections
• Social Security Elections
• Retirement Budgeting
• Retiurement Plan Reviews
• Wealth Management
• Legacy Planning
• Estate Planning Strategies
• Caring for a Parent
• Financial Support for a Child
• Supplemental Healthcare
• Long-term Care Analysis
• Charitable Giving
• Pre-need Planning

Passing on Wealth

• Wealth Management
• Capital Preservation
• Healthcare Needs
• Financial Support of a Child
• Estate Planning
• Charitable Giving
• Pre-needs Planning
• Tax Analysis