“Where you are today… Where you want to be… How to get there”
One time, or annually, together we’ll work together in creating your Comprehensive Financial Plan.
Review last year’s IRS 1040 and set current and future years’ tax planning. I want you to pay only the amount of taxes required.
Cash Flow and Budgeting review to make sure we clearly understand where your money is going. If there is waste, let’s find it. And eliminate it.
Insurance/Estate Planning review and updates to address any changes in family dynamics.
Thorough Investment Review to uncover what in your portfolio, if anything, needs to change.
State-of-the-art planning technology
What will we accomplish?
- Review your 1040 tax return to strategize on how to pay less tax now and to avoid the Widows Tax Trap in the future
- Make sure your estate documents actually do what you want with minimal chaos for your loved ones
- Strategize on how to maximize your Social Security benefit
- Determine the best strategy to maximize your pension
- Make sure your life insurance will not expire before you do
- Detailed analysis of your current cash flow to make sure you’re not wasting valuable money
- Make sure your investments are well diversified and you are not paying for high cost, high tax and low returns
- and much more… Contact me today!
$950 (Annual Comprehensive Plan)