Retirement
Planning
Are you retired or thinking about retirement? We can help you determine
how to take distribution of your retirement benefits and advise you how
to invest and protect those assets. When you choose a professional, who
has earned the Certified Senior Advisor designation as Barbara has, you
can be assured that you're working with someone who is committed to the
issues that are important to all seniors.
Strategic Planning
for Women
Many women have incomes that help out or support their families and play
an important role in planning for their family's financial future. Whether
it's your retirement, your children's education, the sudden loss of a
spouse, widowhood, or divorce that concerns you, we can help build a plan
customized to fit your needs.
Small
Business Planning
If you are a small
business owner and would like to implement a retirement, disability, or
health plan for your employees but haven't been sure where to start, talking
to us is a good first step. We can point you in the right direction
and help you build a solid future for your business and the people who
help make you successful. Are you concerned about what will happen
to your business when you are ready to retire? Do you know for sure
that the transition can be made smoothly, and with conflict resolution
strategies in place just in case? We can help you plan for that
future as well, with Business Succession strategies to ensure you make
the most of your estate.
Trust Services
We can advise you how to transfer assets in order to avoid unnecessary
probate expenses and income and estate taxes for your heirs. You many
need estate planning if you have a business to pass along to your heirs.
Investment Planning*
Investment planning is important. Get professional assistance in measuring
your tolerance for risk and achieving your long term goals and objectives
for your financial future. A wide array of investment opportunities are
available.
Insurance
By asking important questions, we can recommend life, disability, and/or
long term care insurance to reduce your exposure to risk. You've worked
hard all your life to accumulate your wealth and assets, therefore, it
is crucial to adequately protect those assets.
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