Broker Check


3 Step Meeting Process

Discovery & Data Gathering

Plan Presentation



  • Re-assess risk to ensure optimal portfolio mix
  • Review current investment

Health Care

  • Pre-Medicare options
  • Medicare coverage
  • Long-Term care planning

Insurance Review

  • Assess current life, disability, home, auto, and umbrella insurance policies

Tax Planning

  • Minimize overall tax liability
  • Implementation of tax strategies (Roth conversions, Pre-tax vs. After-tax 401k contributions, tax-efficient investments)
  • Mid-Year tax projections

Retirement Income

  • Analyze current retirement projections
  • Social Security Claiming Strategies
  • Pension Income
  • Distributions from Investments

Estate Plan Documents

  • Review current estate plan
  • Provide guidance on estate plan documents to consider (Wills, Trust, Power of Attorney, Health Care Directives)
  • Create proper asset titling and beneficiary designations

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