- Preparation of comprehensive financial and retirement plans using
intregrated financial planning software.
- Cash-flow and debt management reviews and consulting.
- Education funding strategies.
- Estate planning including review of wills, probate fee minimization
strategies, use of trusts.
- Group seminars and individual sessions for employees on early retirement,
severance and financial planning topics.
- Review of pension plan options.
- Associated with professionals to review and implement insurance, investment and financial
Note: This practice is not licensed to sell investment