Fee-only financial planning analysis and counsel are offered as a stand alone engagement for an hourly
or flat fee.

• Pre-Retirement Analysis
• Investment Portfolio Strategy Design
• Asset Allocation/Portfolio Risk Identification
• Post-Retirement Financial Independence Analysis
• Asset Distribution Strategy & Income Planning
• Pension Analysis
• Social Security Analysis
• Tax Review and Minimization Planning
• Stock Option Analysis
• College Funding Analysis
• Disability Income Replacement Analysis
• Survivorship Needs Analysis and Insurance guidance
• Long Term Care Analysis
• Elder Care Issues and Medicaid Planning guidance
• Estate Tax and Distribution Analysis
• Charitable Giving Strategies