All your financial information used for financial planning purposes.

Your Personal Analysis will help determine:

• • Are your financial assets properly positioned?
  • Is your current method of saving and investing maximizing the use of your pre-tax and after-tax income.
  • How much capital will you need to produce a comfortable retirement income.
  • The kinds of savings and investments you need to reach your goals.
  • How much you need to save and investment on a monthly basis.
  • The potential effects inflation may have on your savings and investments.
  • What type of tax-advantaged investments may be best suited to your needs.
  • Monthly income your family will need in the event of your premature death.
  • The amount and type of Life and Disability Insurance needed to protect your family.