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 9th grade through 12th 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, Group Health 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 One-time Portfolio Review 401(k), 403(b) Individual Investment Allocations Outside Retirement Plan Advisor Preparing Investment Policy Statement for Plan Business Retirement Plan Advisor Assessing objectives & needs of employers Soliciting and comparing provider proposals Making recommendations Conducting enrollment meetings Preparing Investment Policy Statement Advising plan participants on investment choices Conducting audit review with plan fiduciaries
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