Situational Financial Planning
This is perfect for someone seeking a targeted strategy to a specific goal or situation. We will work with you to help accomplish any and all of your specific needs such as:
- Individual, Joint, or IRA investment account
- College Savings Planning
- Major Purchase Planning - Such as a home or property
- Estate Planning – Is a Trust or Will needed?
- Life, disability, or Long-Term Care Insurance
- Annuities
- Allocation Review of Investment Portfolio
- Roth IRA Conversion
- Real Estate Investment Trusts or REITs
