Financial Planning Information

• Estate Planning
• Retirement
• College
• Taxes
• Medicaid/Medicare
• Identity Theft

Investment

• Risk Tolerance Assessment
• Asset Allocation
• Fee-Based Versus Commissions
• Consumer Resources

Insurance

• Life
• Long Term Care
• Disability
• Home/Auto/Personal Liability Umbrella

Our goal is to assist you in helping your children investigate and choose the best career paths and education. We can provide coaching so they can meet with people of varied professions and help them sort out the most appropriate professions.

Next, we can assist you and your children in establishing the most effective methods of being educated for these professions. It could include college, trade schools, internships etc.