Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investing and Wealth Strategy

Comprehensive suite of products and services
Strategies for Roth Conversions
Monitoring Outside Accounts, Life Insurance 401K etc.
Evaluating Self-Employed Plans
Commission-based non advisory accounts
Fee-based advisory accounts
Investment Policy Statement
Stock Concentration
Proper Asset Allocation
Risk Management
Portfolio analysis
Targeted strategies
Market Updates

Retirement & Financial Planning Services - Remote Digital Financial Planning available

Based on Low Complexity Planning

Net worth reviews
Cash flow management
Protection review
Basic estate planning
Cash reserve planning
Cash reserve strategies
Retirement Goal Setting
Social Security Analysis & Maximization
IRA Contributions
RMD and Withdrawal Strategies
Financial Independence
Bucket List Items

Intermediate Complexity Planning

All Low Complexity, plus
Major purchase planning
Education planning
Employee benefits
Tax planning

High Complexity- Advanced Planning

All Low & Intermediate Complexity, plus
Advanced planning specialist
Small business owner planning
Coordination w/ outside Professionals
Executive compensation

* Fees for planning are based on complexity

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

elke.dyminski@lpl.com | (973) 252-2433