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