Services Offered

Personalized Financial Planning

Preparing Net Worth Statement

Cash Flow Statement

Income Statement

Balance Sheet

Retirement Needs Analysis

College Funding Analysis

Investment Portfolio Assessment

Risk Management Assessment

Estate Planning Analysis

Preparing Investment Policy Statement

Investment Management

Researching & recommending investments

Preparing paperwork

Servicing of account(s)

Conducting periodic client meetings

Monitoring portfolio performance

Updating Personal Financial Plan

College Financial Aid & Admissions Planning

Helping to simplify financial aid process

Assessing the various types of funds available for college saving funds

Helping to complete various types of financial aid forms for timely filing

Assessing preliminary estimate of financial aid eligibility

In affliation with experienced college admissions counselor:

Helping to Select the Colleges/Universities through Finalizing the Application

Providing Detail Review of Essays

Providing Comprehensive Academic Counseling from 9^th grade through 12^th grade

Giving Special Attention to College Placement for Learning Disabled Students and Students with Special Talents (Art, Music, Drama, Athletics, Dance)

Providing Tips & Techniques to Enhance Interviewing Skills and Ways to Enhance College Visitations and Tours

Insurance

Assessing needs

Soliciting and comparing carrier illustrations

Providing explanations on features & benefits

When suitable, making recommendations for Life, Disability, Long-Term Care

Divorce Financial Planning

Documenting marital standard of living

Compiling, organizing and valuing assets and liabilities

Reviewing tax returns and financial statements

Analyzing tax impact on settlement proposals

Setting up 10 to 15 year post-divorce cash flow projections