We provide financial planning and consulting services including the following:
- Retirement wealth-building income analysis and recommendations
- Helping clients identify and verify sources and levels of income
- Evaluation of required income and sustainability of the income stream
- Consultation on developing company benefit plans
- Educating clients on employer-sponsored plans and their fiduciary requirements
- Recommendation on the efficiency and effectiveness of various financial plans
- Divorce financial settlement consulting services
- Providing clients with consulting services regarding the financial impact of divorce settlements
- Providing financial forecasts of different proposals and settlement offers using assumptions provided by or approved by our clients
