Creating a Wealth Plan based on the Stages of Life. Services We Provide: Financial Planning Retirement Planning Investment Management Recommendations for Estate and Tax Planning Things To Think About: Beginner: Why is it important to save for retirement? How much should I start with? Accumulator: What are some different Asset Allocation strategies? How to deal with market swings now that there is a balance in my account? What happens when I leave or change companies? Do I cash my 401k out or roll it over to an IRA? Pre-retirement: Should I be maxing out my retirement plans? How do I pay less in taxes with no kids around? Do I have enough to retire? Retirement: How do I preserve my wealth now that it has been created? How do I create an income stream now that I’m retired? Which pension option should I choose? How do I figure out all my Social Security options/taxes? Is my Estate Plan in place, updated, correct?