You want to be ready for what comes next in your life. Whether you're close to retirement or just starting out, I can help with a financial strategy that's tailored to fit your needs right now and going forward.

 

Prepare for what's next

  • Getting married

  • Buying a home

  • Starting a family

  • Saving for college

  • Living in retirement

Set realistic financial goals

  • Maximizing retirement contributions

  • Eliminating debt

  • Investing for the future

  • Reviewing investments

Protect what matters most

  • Income

  • Loved ones

  • Assets

Create your legacy

  • Estate planning strategies

  • Charitable giving

My financial planning services look at your entire financial situation. Below is a list of topics that we may cover during the planning process.


General financial planning

  • Major purchase decisions

  • Credit report analysis

  • Family updates and changes

  • Debt refinance review

  • Business ownership changes

Cash flow planning

  • Debt management

  • Budget and expense review

  • Cash flow analysis

  • Tax and liquidity review

Investment planning

  • Stock option review

  • Investment review

  • External account analysis

  • Employer retirement plan allocation review

Retirement planning

  • Social Security planning

  • Required distribution planning

  • Rental property income review

  • Retirement income strategies 

Protection planning 

  • Life insurance review

  • Long-term care insurance review

  • Disability insurance review

  • Employee benefits review

  • Property and casualty insurance review

College planning

  • Investment and account selection

  • Alternate funding strategies

  • Savings amount assessment

Tax planning

  • Health savings account option

  • Roth conversions

  • Quality charitable donations

Estate planning

  • Beneficiary review of all accounts

  • Ownership review of all accounts

  • Power of attorney review

  • Health directive review

Ready to get started? Contact me today.

 

The review of these topics are specific to Financial Planning Services and Financial Consulting Services. Implementation of any recommendations are separate and distinct activities. Not all products and services are offered by Principal Financial Group® and its affiliates.