Broker Check

Financial Planning

Retirement Planning Process

LISTEN: First we conduct a thorough assessment of your current situation. We take you through a set of deep quantitative and qualitative questions to get a clear understanding of your financial goals, concerns, and dreams.


GATHER: We then analyze your investment and risk management portfolios and any other existing planning you may have in place to identify gaps that may exist.


DESIGN: Working closely with our subject matter experts and your existing advisors, we design a financial plan that aims to meet your goals, concerns, and dreams in an efficient and effective manner.

Areas Addressed:

• Income planning

• Pension Maximization 

• Social Security

• Taxes

• Estate Issues

• Health care / Medicare / Senior living

• Longevity Planning


BUILD: We share our recommendations with you and your team in a series of written reports. In addition, we educate you on the rationale behind any potential strategies from a holistic perspective.


SERVE: Because your financial situation is bound to change, we work with you over time through periodic reviews to help you monitor the strategies in place and their capacity to continuously meet your goals.

Divorce Planning

Working closely with our subject matter experts and your existing advisors, we design a plan that aims to meet your goals, concerns, and dreams in an efficient and effective manner.


Areas Addressed:


• budgeting (pre-and post divorce), managing debt, creating long-term and short-term goals, and other aspects of your overall financial management.


• Provide timely and cost-efficient guidance on what financial documents are needed for us to properly prepare your Financial Affidavit for you and your attorney.


• make financial sense of the proposals.


• Provide lawyers with the details and tools necessary to insure the best outcome for their case.


• Analyze both marital and non-marital assets and liabilities of both spouses including retirement and savings accounts, stock options, bank accounts, etc. for settlement options.


• Working with your other team members regarding alimony/maintenance, child support and settlement options that are most favorable to you and your situation. We also provide options and guidance regarding continuity in payments to you and your children in the event of your ex-spouse's disability or death.


• Provide additional services to our divorce clients through our relationship with other professional partners on important aspects of your future. These include but are not limited to health care coverage, college planning (student loans, scholarships, and funding options), estate planning attorneys, accountants, and if needed for family businesses, forensic accountants.

We share our recommendations with you and your team in a series of written reports. In addition, we educate you on the rationale behind any potential strategies from a holistic perspective.