Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Financial Wellness that Transforms
Achieve true financial wellness with strategic planning that transforms your future. We provide expert guidance to help you build wealth, protect your assets, and create a plan for lasting financial success. Take control of your finances and unlock new possibilities through one-on-one meetings with a financial professional.
Cash Flow Planning
Demonstrate the effects of important financial decisions.
- Detailed Year-by-Year Flow Analysis
- Monthly or Annual Simulations
- Buy and Sell of Assets or Liabilities
- Customizable Withdrawal Strategies
- Transfers between Assets
Retirement Planning
Interact with your Retirement Plan and understand the potential outcomes.
- Social Security Comparison Report
- Account Type Contributions Limits
- RMD Calculations
- Roth Conversions
- Dividend and Interest Projections
Investment Analysis
Evaluate your existing investment portfolio and the impact of proposed changes.
- Create & Modify Custom Portfolios
- Help You Understand Fund Breakdowns
- Display Asset Mix Growth and Taxation
- Analyze The Potential Risk and Return
- Test the Probability of Success
Insurance Planning
Identify gaps in your insurance needs and understand the value of insurance.
- Analyze the Impact of Health Care Events
- Life Insurance Gap Analysis
- Long Term Care Gap Analysis
- Disability Short/Long Term Gap Analysis
Education Planning
A detailed overview of education expenses and options
- Comprehensive in and out of State Tuition Cost Database
- Asset Funding Order
- 529 Plan Functionality
- Funding Gap Analysis Reports
Tax Planning
Plan for numerous tax strategies & consequences
- Personalized Tax Report Providing Key Tax Planning
- Minimize Tax Liabilities With Projections
- Model Events Like Roth Conversions, Charitable Giving, and Capital Gains
- Visualize Effective Tax Changes and Impacts
Estate Planning
Analyze various estate planning techniques
- Trust Planning
- Charitable Planning
- Grant or Trust Modeling
- Access To Estate Document Creation and Implementation Tools
Estate Planning*
Get peace of mind with an estate plan in place!
From ensuring your healthcare and end of life wishes are respected to establishing how loved ones are cared for and directing where your things go after you die, having a comprehensive estate plan in place is essential.
*Voluntary employee benefit - $750.
Your Retirement Plan Team Advisors
Alec Majtenyi, CFP®, AEP®, CBDA®
Senior Wealth Advisor
Brogan O'Connor, CFP®
Senior Wealth Advisor
Christopher Hacker
Vice President, Retirement Plan Advisor
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Book Your One-on-One
A one-on-one meeting with a financial professional provides personalized guidance to help you make informed decisions and stay on track toward your goals.