Broker Check

Comprehensive Financial Planning

Your comprehensive financial plan should include:

  • Investment planning
  • Education planning 
  • Income tax planning
  • Retirement planning 
  • Long-term care planning
  • Estate planning 
  • Insurance planning and Risk management 

If you are a business owner, your financial plan should also include:

  • Employee retirement benefits planning 
  • Succession planning
  • Business valuation

Some clients need financial planning for special circumstances:

  • Nontraditional families 
  • Terminal illness 
  • Divorce 
  • Dependents with special needs
  • Job change and job loss, including severance packages