Proper planning should include consideration of the financial condition and goals of you and your family. Will you outlive your money?   Will your survivors be able to pursue an education or otherwise maintain the lifestyle you desire for them?  I am prepared to help you identify financial needs and goals and implement a plan specific to your objectives. Your financial objectives may include:

·         Create and preserve personal wealth

·         Minimize the effects of inflation

·         Reduce the effects of financial devastating events

·         Ensure retirement income

·         Reduce the burden of taxes

·         Maximize wealth transfer

·         Establish charitable legacies

An appropriate plan may include the use of mutual funds, annuities and/or life insurance.  I will work with your existing financial advisor, as a member of your team, to implement your plan.

Wealth Counsel Advisor Forum Estate Planning