Personal Planning

We serve individuals in all areas of financial management* , including:

 

Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax Management^

Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Insurance & Risk Management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

Education Funding

Recommending investment and accumulation strategies to help you pay for your children's education.

Investment Planning*

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals and then helping you manage your investments moving forward.

Our Services are designed to help you answer the following questions:

·    How can I reduce my exposure to risk? 

·    How much money will I need to live comfortably in retirement? 

·    Am I saving enough? 

·    What is the best way to save for college? 

·    How can I help reduce estate taxes? 

·    Do I have the right amount and type of life insurance? 
 

When developing a customized financial program, David will walk you through a step-by-step process using the MAP model that is designed to make you feel confident in your decisions.   Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. Utilizing the model and expertise David can help you execute a sound financial program.

*Investment advisory services offered by David Felte as a financial adviser with Eagle Strategies LLC.

^Neither Roy Salmon nor David Felte provide tax, legal or accounting advice.  Please consult your own tax, legal or accounting professional regarding your particular situation.