Financial Planning and investment management, including, but not limited to the following:

RETIREMENT PLANNING?  We've got the map

• Investments
• Cash flow
• Income planning
• Tax management
• Employee benefits
• 401k/403b options
• Social Security and Pension options

INVESTMENTS? one of our favorite subjects

• We’ll apply evidence and academic research
  
• And manage it for you at TD Ameritrade Institutional
• So, you can relax and focus on the things that are important to you and bring you joy

HEALTH care?  Covered

• And, when the time comes for Medicare, we can advise and guide through that process as well, including:
  • When to enroll or defer Original Medicare (Parts A & B)
  • How to decide between a Supplement Plan or Advantage Plan
  • Part D coverage for prescription drugs

TAX PLANNING?  We love it

• Asset location
• Withdrawal order
• Roth conversions
• Tax-loss harvesting
• And much more

INSURANCE? We provide a full needs analysis

• ​From auto and home to life and long-term care insurance
• We’ll make sure you have an adequate coverage and help you pick the right policies if needed 

WEALTH transfer? Not a problem

• Let’s talk about what you want to happen
• We’ll work with you to make it happen

​By having a clear and organized financial picture, our clients can spend less time worrying about money and more time on the things that are important to them, like being present with their family and friends and checking off items from their bucket list. 
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​After all, life is not a rehearsal. In fact, we believe this so much that we wrote a book about it.

So far so good?

- SEE WHO WE WORK WITH -

Download your free copy of "Life is Not a Rehearsal" by Daniel Shub & Alicia Dion

 The paperback copy of the book is available on Amazon: 

Order on Amazon.com