Insurance, Annuity & Investment Analysis

Insurance, Annuity and Investment Analysis

Insurance Analysis

  • Survivor Income Needs
  • Capital Needs
  • Estate Liquidity Needs
  • Long Term Care Needs
  • Disability Income Needs

Annuity Analysis

  • Is an Annuity Right for you?
  • Is your Current Annuity Meeting Your Needs?

Investment Analysis

  • Asset allocation analysis and recommendations
  • Development of an investment portfolio
  • Detailed analysis of current investments
  • Specific investment recommendations
  • Estimate of tax ramifications of investment strategies
  • Portfolio re optimization / rebalancing
  • Diversification Analysis
  • Employee Stock Options Analysis
  • Managing the Risk vs. the Return of your Portfolio
  • Matching Investment Choices to your Goals and Time Horizons

Learn about our other services:
Wealth Management
Personal Financial Planning
Business Financial Planning
Estate Planning
Investment, Insurance, and Annuity Analysis
Divorce Financial Planning
Social Security Planning