Our Financial Planning Services
Financial planning services that we provide. If you’d like to discuss something specific, shoot us a message here.
Retirement & Pension Planning
Whether you are currently retired or planning ahead to reach your retirement income goals, we can help you make the best decisions regarding your retirement options and offer advice and solutions to set you on the right track to a secure future.
Financial Education
We have created a comprehensive educational platform to teach you everything you need to know to make better, more informed, decisions about your money, how to protect your family and your assets.
Through a series of educational videos, e-books and webinars, My Retirement Coach can offer peace of mind and understanding to help you put together the best plan for your situation and your future financial goals.
Medicare & Social Security Planning
As we get older, it is important to understand our options with regard to Medicare and Social Security.
We are experts in these subjects and can advise you about the Medicare Advantage plans available in your area, as well as the best time for you to start receiving your Social Security benefits based on your retirement income goals.
Estate Planning
A well-organized estate is one of the most thoughtful gifts you can leave to your family, and we can help you put together a plan to make sure that you are covered and that your family is protected. We can walk you through the elements necessary to create a successful estate plan including wills, trusts, insurance needs and beneficiary planning.
Charitable Giving & Legacy Planning
We all have organizations and causes that are dear to us, and if one of your life goals is to leave a legacy of giving, then we can help you create a plan of philanthropy within your estate planning.
Insurance Needs Analysis
If you are unsure of whether your insurance coverage is sufficient enough to protect your family in the event of an untimely accident or death, then we can offer a full analysis of your current coverage, your possible insurance needs going into the future and which types of policies best suit your needs and your budget.