Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
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.