Individual Services
My goal is to make sure you live the best possible life given your financial situation. I accomplish this by providing organization, accountability, objectivity, education, and partnership. I will look at your entire financial situation and make recommendations based on your specific goals to create a plan tailor made to your unique situation. Below are topics that we may cover during your plan development.
General Financial Planning
- Major purchases
- Family updates and changes
- Debt refinance review
- Business ownership changes
Investment Planning
- Stock option review
- Investment review
- External account analysis
- Employer retirement plan review
Protection Planning
- Life insurance review
- Long-term care review
- Disability review
- Employee benefits review
Tax Planning
- HSA options
- Roth conversions
- Qualified charitable donations
Retirement Planning
- Social security planning
- Required distribution planning
- Retirement income strategies
College Planning
- Investment and account selection
- Alternate funding strategies
- Savings amount assessment
Estate Planning
- Beneficiary and ownership review of all accounts
- Power of attorney review
- Health directive review
- End of life wishes and instructions
The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.