Will I run out of money?
When can I retire?
How much can I withdraw from my portfolio?
Will I run out of money? When can I retire? How much can I withdraw from my portfolio?
How much do I have to take from my IRA?
How do I exit my business?
How can I minimize taxes?
How much do I have to take from my IRA? How do I exit my business? How can I minimize taxes?
Do I need a will?
How much life insurance should I have?
How should I title my assets?
Do I need a will? How much life insurance should I have? How should I title my assets?
When should I take Social Security?
How can I keep my money safe?
Should I buy an annuity?
When should I take Social Security? How can I keep my money safe? Should I buy an annuity?
Should I set up a trust?
Do I need a power of attorney?
Should I purchase long-term care insurance?
Should I set up a trust? Do I need a power of attorney? Should I purchase long-term care insurance?
You have questions.
We have answers.
Welcome to Planning Strategies! We know that today’s financial world isn’t getting any simpler, and the concerns for those nearing or in retirement are getting more complex. As independent advisors, we’re here to help you and your family navigate that complexity by providing wealth planning and investment management that are both personal and understandable.
Personal
We are a family practice that has roots in financial services dating back almost 75 years. We highly value our relationships as family, and as a result, we highly value personal relationships with our clients. We not only want to provide you with financial advice that is personalized to your situation – we want you to be like one of the family.
Understandable
There is often a necessary complexity to investments and financial planning. No matter how elaborate and personalized the plan, though, we believe that it isn’t going to be very effective if it isn’t understandable. Our goal is to utilize our knowledge to develop a plan that is comprehensive – while communicating it in a way that is meaningful to you and your family.
Connect with us
If you would like to talk about your investments and financial plan (or even get a second opinion on your current plan), just click the Contact Us button below.