Who & How We Serve
INDIVIDUALS & FAMILIES
This service includes an in-depth review and analysis of your current goals, financial status, resources and constraints for:
Young Individuals and Couples getting financially established that want to make the most of their financial futures
Middle-aged Individuals and Couples preparing for retirement or second careers
Widows & Widowers who are reassessing their goals and finances, while adjusting to new the responsibilities and opportunities of single life
Retirees wanting to solidify their long-term security, understand their alternatives and make choices about housing, healthcare, estate planning, etc.
Financial Overview: Discuss your concerns with us and we'll review your current financial situation to see if you're on the "right track". We'll alert you to potential oversights and issues that may need more attention.
Evaluation of early retirement buy-out or severance offers
Housing Affordability Evaluation for seniors leaving the family home
Special Needs Planning for children and adults with disabilities or decreasing capacity
PERSONAL INCOME TAX PREPARATION for clients who utilize our financial planning services, excluding corporate and partnership income tax returns.
ON-GOING CONSULTATIVE RELATIONSHIPS on an as-needed basis enable us to keep in touch and provide periodic adjustments to fine-tune your plan or address new issues as they arise
GROUPS
Seminars and workshops are available upon request.
Examples include:
- How to Choose a Financial Planner
- Make the Most of Your Employee Benefits
- Mom and Dad are Aging: What's Next?
- Preparing for Retirement (at any age)
- Starting Smart: Money Management for Teens and Young Adults