Comprehensive review of complete financial situation with the goal of maximizing accumulation of wealth and minimizing taxes to provide financial security for retirement. This review includes but is not limited to tax planning, education funding analysis, retirement income analysis, retirement distribution planning, investment management, estate planning, and reviews of all insurance coverage. Two special categories within this comprehensive plan include the following:
Asset Protection – Evaluates potential liability exposure and provides for structuring one’s assets to minimize availability to creditors in the event of lawsuits, before it becomes an issue.
