Broker Check

Planning

Financial Planning provides planning and modeling to test income probabilities and outcomes of proposed strategies to address cash flow needs. Advanced Planning involves exploring advanced planning options for preserving wealth and legacy.‚Äč

FP's Potential known issues: Integrating Social Security benefits; flexibility of income sources
FP's Potential unknown issues: Changes in health; education planning for children or grandchildren; long-term care plans for self or aging parents.
AP's Potential known issues: Required minimum retirement distributions; reductions in social security benefits
AP's Potential unknown issues: Changes in medical needs; legacy plan analysis, Charitable structures, family legacy objectives