Financial Planning Focused on YOU and Your "Y"
What Are Your Aspirations?
Retirement Planning
- Social Security (maximize benefits)
- Health care, Medicare and long-term care
- Tax efficient investments and withdraws
- Money to last your lifetime
- Lifestyle and purpose
Tax Planning
- Annual tax projections
- Tax savings strategies
- Withholding & estimated tax plans
- Tax-sensitive investing
Estate Planning
- Legacy goals (human and financial)
- Asset protection
- Wealth distribution
- Tax implications
College Funding
- Coordinate funding with other goals
- Appropriate funding vehicles
- College funding projections
Savings and Investments
- Spending & savings targets
- Investment strategy aligned with goals
- Appropriate allocation/diversification
- Ongoing monitoring
- Cash flow projections
Risk Management
- Strategies to mitigate career risk
- Life and disability needs analysis
- Review existing policies
- Long-term care plans
Complex Compensation
- Coordinate with other savings
- Tax consequences
- Equity pay diversification strategies
- Deferred compensation
Career
- Accelerate career
- Contemplate next career
- Review employment offers
- Retirement readiness
Let's Discuss Your Financial Planning Needs
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