Insurance Reviews

We will help you implement any new plan of action that has been developed in light of your changing goals or changing performance.

What are Insurance Reviews?

Insurance reviews are an opportunity to measure your progress for your future goals. It’s a thorough process which involves a close analysis of personal finances and an assessment of other building blocks. We can help you look at how to balance work and leisure, how to make smart choices for the future and many other items regarding how to help you enjoy the journey. Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy. We can help you chart a new course if need be to ensure you meet your personal financial goal.

Annual insurance reviews also provide an excellent chance to examine your short-term and long-term goals.

We can work with you, focusing on the ideal lifestyle you want to live today as opposed to deferring that lifestyle to a future that may never come. Having you really think about what you’re saving for is a big opportunity to have a richer dialogue about your retirement and how we can help you develop a personalized plan to reach your ideal retirement. We will help you implement any new plan of action that has been developed in light of your changing goals or changing performance.

Services

Helping you in all areas of retirement planning

Retirement Planning

No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.

Annuities

Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.

Insurance Reviews

Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.

Income Strategies

Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.

Life Insurance

A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.

Social Security Optimization

We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.

Tax Planning

Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.

Money Management

One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work.

Investment Strategies

Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.

Employee Benefits

Creating a plan that balances the goals of both the organization and its employees requires thorough analysis and review of benefit options and costs.

Long-Term Care

Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.

Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

Financial Education Courses

I’m an instructor with Adult Financial Education Services (AFES), specializing in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement.

Lifestyle Planning

Lifestyle matters look at how to balance work and leisure efficiently, how to make smart choices for the future, as well as many other items regarding how to help you enjoy the journey.