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LeftCap   Project Planning   RightCap

For those with targeted needs not requiring the broad scope of a comprehensive financial plan, project or hourly planning may be appropriate.

This approach includes a free initial consultation to review your needs, assess the complexity of the work, and estimate the project. 

The objective is for you to gain control, set priorities, understand your options, discuss the pros and cons of alternative approaches, and take action with an improved chance of success.

Address Retirement, Investment, And Estate Concerns

Project that can be handled on a project basis include:

Portfolio review to determine if your holdings are on track to meet your objectives: review of asset allocation; review of benchmarked results against peers; education on investment choices, account options, and costs.

Pre-retirement check-up to determine the likelihood of your portfolio meeting your retirement income needs: retirement needs modeling for selected retirement ages and rates of return; restructuring of assets to support retirement needs.

Retirement check-up to assess the likelihood that your assets will allow you to maintain your life style during retirement; IRA minimum required distribution tax planning; education on Medicare, Medicaid, and long term care options.

Estate planning review of estate documents, property ownership alternatives, estate tax reduction techniques, family gifting strategies, inherited IRA tax planning.

Family and education planning for college and private school tuition, weddings, elderly family members, disability, and divorce.

General planning including setting financial goals, net worth statement, budgeting and cash flow analysis, benefits review, identification of insurance coverage weaknesses.

Answer Specific Questions

  • Do my investments work well in combination?
  • Does it make sense to buy individual securities or mutual funds?
  • Do tax-free investments make sense for me?
  • Should I refinance my mortgage?
  • What are the best investments to fund college tuition?
  • Should we own everything jointly after we’re married?
  • Is it better to buy or lease my next car?
  • Does it make sense for me to convert to a Roth IRA?
"The question isn't at what age I want to retire, it's at what income."
George Foreman