Here Are Some Popluar Topics Our Financial Counseling Service Can Help You With:

• Purchasing a home

• Paying for education (college, private school, continuing ed programs)

• Loss of income from layoffs or disability

• Windfall payments received from an inheritance or settlement payment

• Managing monthly budgets to pay down debt and increase savings

• Calculating your readiness for retirement, and put a game plan in place to get there

• Roth IRA conversion opportunities, calculations, and strategies to consider

• Assistance in selecting pension and social security choices

• Large transaction analysis from asset or stock sales, or investment property and business sales

• Financial guidance through life-changing events, such as marriage, babies, divorce, illness, or death of a loved one

• An independent review your investments/portfolio to “grade your advisor” to see if they have your best interests in mind

Complex personal financial decisions can be stressful, and individuals often look for advice and guidance when navigating these situations. But who can you turn to for informed, unbiased recommendations and planning help?

Instead of fretting over the best course of action, let us be your coach! Our hour-long financial counseling sessions are designed to help you understand the options and opportunities available, and then develop a plan that gets you on a path to reaching your goal. We’ll provide honest, realistic advice that lays out the pros and cons of various scenarios so when it comes time to take action, you’ll be confident and comfortable with your decisions.

Stop stressing and get the help you need! Our team is ready. Bring us your most pressing financial questions, and let us guide you through a path to success.