Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

We provide assistance in the following areas:

Investments

Review of Portfolio

Asset Allocation

Time Horizon Planning

Withdrawal Strategies

Account Aggregation

Monitoring of Outside Accounts (401(k), ETC)

Risk Analysis

Stock Concentration

Financial Planning

Qualified Plans

Social Security Analysis

Income Planning

Roth Conversions

Traditional IRA’s and Rollovers From Employer Plans

Review of Employer Sponsored Plans

Annuities and Pensions

RMD’s and Withdrawal Strategies

Estate Planning

Insurance

Life insurance Needs Analysis

Long Term Care Insurance

Disability Insurance

Health Insurance

Medicare Plans

For more information about our firm and the services we offer, send us an email or call the office. We would welcome the opportunity to speak with you.

julie@planningconcepts.net | (920) 730-3333