Other Financial Planning
In addition to the financial planning services mentioned elsewhere on our site we
can provide services related to the following:
Credit & Financing
Negotiate unsecured lines of credit or home equity loans.
Pension Distribution Planning
Review your pension alternatives and help decide on lump-sum versus
annuity payouts from qualified plans. Advise you on how to maximize
after-tax dollars realized from retirement plans.
Social Security Entitlements
Examine your social security benefits, determine the amount of benefits
you are entitled to receive and the age at which retirement payments
Employee Benefits Review
Examine your employer benefit package, explain the value of qualified
plans to you and help you choose from among defined benefit, defined
contribution, and cash-or-deferred arrangements.
Premarital Financial Counseling
Clarify your financial objectives and your proposed partner's
objectives. Identify what assets are owned by each. Identify each
partner's attitudes and habits with respect to budgeting, saving,
spending, and investing. Review each partner's approach to sharing future
earnings. Identify each partner's objective for building wealth,
controlling and managing their estate.
Divorce Financial Planning
Assist in the valuation of assets to bring about an equitable property
division. Provide cash management, investment, and other financial
Charitable Giving Planning
Determine whether charitable giving can maximize tax advantages. Review
the applicability of deferred giving, gifts, split-interest arrangements,
charitable trusts, and private foundations.