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FINANCIAL PLANNING

In the broadest of terms, comprehensive financial planning can involve protection for family and assets, short-term financial goals, investing for retirement, and related business and estate planning.  More focused aspects can include financial statement analysis; education planning; insurance; social security benefits; portfolio evaluation; stock and bond valuation and analysis; investment companies and derivatives; property taxation; individual income taxation; tax administration; business entity taxation; pension and profit sharing plans; qualified plan administration; IRAs and other tax-advantaged plans; deferred compensation and employee benefits; estate planning; estate and gift taxes; transfers outright and in trust; charitable giving; and post-mortem planning.

The objective and conflict-free analysis of investments, retirement plans, IRAs, annuities and insurance, and comprehensive approach to financial planning,  by a Certified Financial Planner**, Chartered Financial Consultant and Chartered Life Underwriter is an option available to you in coordination with your estate planning.

**The Certified Financial Planner(R) credential is awarded by the Certified Financial Planner Board of Standards after meeting its rigorous educational, experience and ethical requirements, and having passed the CFP(R) examination covering the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning.

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