Financial Services We provide financial planning and wealth management services to individuals, families, and business owners who are either currently retired, approaching retirement, or those who would just like to get an early start.All of our services fall under one of the following six categories as part of our Retirement Vision® process. We offer a free, no-obligation review to those who wish to learn more about us and how we can help you. If you have any questions or would like more detailed information, please feel free to contact us.1. Income PlanningIncome, Expense and Budget AnalysisSocial Security Optimization StrategyPension Maximization Inflation/Hyperinflation PlanningEmergency Income Contingency2. Investment CounselingEvidence-Based InvestingLow Cost, Efficient StrategiesIRA/401K/Retirement Asset PlanningMutual Fund Fee AnalysisFiduciary Standard of Care3. Tax PlanningTax Minimization PlanningTax Efficent Investing StrategiesRoth Conversion AnalysisRequired Minimum Distrubution (RMD) PlanningGifting Strategies4. Risk ManagementInvestment Risk AnalysisStress Test ScenariosPersonal Liability Overview5. Health Care PlanningMedicare/Health Insurance PlanningLong Term Care Planning6. Estate & Legacy PlanningTrust Services*Life InsuranceEstate Tax Planning* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Contact us to schedule a free, no-obligation review today!