Specialized Planning

Our specialized planning services address specific financial needs and goals. We provide targeted strategies for estate planning, education funding, insurance analysis, and more.

Estate Planning

Develop a comprehensive estate plan to protect your assets and provide for your loved ones.

What's included:

Will and trust recommendations
Beneficiary designation review
Legacy planning
Charitable giving strategies

Pricing:

$1,500 - $3,500 depending on complexity

Education Planning

Create a strategy to save for education expenses for children or grandchildren.

What's included:

529 plan analysis
Education savings calculations
Financial aid strategies
Alternative education funding options

Pricing:

$750 - $1,500 per education plan

Insurance Analysis

Evaluate your insurance coverage to ensure adequate protection for you and your family.

What's included:

Life insurance needs analysis
Disability insurance review
Long-term care insurance evaluation
Property and casualty insurance assessment

Pricing:

$500 - $1,000 for comprehensive insurance review

Healthcare Planning

Plan for healthcare costs in retirement and develop strategies for long-term care needs.

What's included:

Medicare planning
Health savings account strategies
Long-term care funding options
Healthcare cost projections

Pricing:

$1,000 - $2,000 for comprehensive healthcare plan

Real Estate Planning

Strategies for real estate investment, financing, and property management.

What's included:

Investment property analysis
Mortgage optimization
Real estate portfolio diversification
Property tax strategies

Pricing:

$1,200 - $2,500 depending on portfolio size

Special Needs Planning

Specialized planning for families with members who have special needs or disabilities.

What's included:

Special needs trust planning
Government benefit coordination
Caregiver financial planning
Long-term care strategies

Pricing:

$2,000 - $4,000 for comprehensive plan

Why Choose Our Specialized Planning Services

Our specialized planning services offer unique advantages to help you address specific financial challenges and opportunities.

Expertise

Our team includes specialists in various areas of financial planning, ensuring you receive expert guidance for your specific needs.

Integration

We ensure that your specialized plans integrate seamlessly with your overall financial strategy for a cohesive approach.

Customization

We recognize that every situation is unique, and we tailor our specialized planning services to your specific circumstances and goals.

Need Specialized Financial Planning?

Schedule a complimentary consultation with one of our specialized planners to discuss your unique needs and goals.