We believe our commitment to personalized comprehensive financial planning is the key to helping each client pursue their unique financial dreams and goals. As "Your Lifetime Financial Coach," we will guide you through the following 8 Wealth Management Issuessm many individuals face during their lifetime paying particular attention to the tax effect of each decision:
- Investment Management*
- Cash Flow and Debt Management
- Education Planning
- Business Planning
- Retirement Planning
- Family Risk Management Planning
- Legacy Planning
- Special Situations Planning
Our team can assist you in answering the following questions:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
- Am I doing the right things to minimize taxes?
We have helped many people with similar concerns, and we look forward to building a long-term relationship with you.
*These services are offered by Ann Marie Milinazzo through her affiliation with HD Vest Investments Servicessm and HD Vest Advisory Servicessm
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Military families face unique challenges, making personal finance even more critical.
What kind of auto insurance should you have? Do you know?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Here are five facts about Social Security that might surprise you.
With alternative investments, it’s critical to sort through the complexity.
Do you know these three personal finance sayings?
Taking your Social Security benefits at the right time may help maximize your benefit.
Investors seeking world investments can choose between global and international funds. What's the difference?
Have you found yourself suddenly single? Here are 3 steps to take right now.