Comprehensive Financial Planning

Identification and prioritization of financial objectives

Capital needs analysis for retirement

Risk management: insurance needs analysis: life, health, disability, long term care, liability, property and casualty

Estate issues: estate planning, estate tax analysis and wealth legacy planning

Tax reduction planning

Net worth analysis

Investment policy statement

Cash flow planning

Special funding goals: college education, vacation home, etc.

Record keeping systems

Recommendations

Typical fee for financial planning ranges from $1,500 to $10,000. No fee is charged for initial consultation.