College planning 

When it comes to saving for your child’s future, it can be daunting for many parents. Learn more about the different options available to you, including a 529 plan and Education Savings Accounts. 

Credit/debt management

Get a handle on your debt. Financial planners can help answer questions regarding restructuring debt and increasing your credit score. 

Estate planning

One of the most vital parts of estate planning is finding an estate attorney you can trust, and financial planners can help you do just that. Financial planners can also help you understand current estate planning documents and point out significant life changes that can impact your estate plan. If you are looking to update your estate plan, they can alert you of any issues with changes you wish to make. 

Government benefits

Need information about Social Security, Medicare, and other types of government aid?  Financial advisors can help incorporate these into your financial plans and budgets.


Insurance is one of the most important expenses in every budget. It helps avoid massive out-of-pocket payments for unfortunate circumstances. Financial planners can help determine the types of insurance you should have depending on your lifestyle, including long-term care, term life, disability, etc. 


Interested in investing? Financial planners can give investment advice ranging from a general recommendation to more specific recommendations. Whether you have a lump sum of money you want to invest or whether you want to benefit from stock market returns, financial planners can identify areas of opportunities. 

Personal budgeting

Learn how to balance your expenses with your income and create a long-term plan for your money. This can help you stay out of debt or help you work your way out of debt. 

Retirement planning

Planning for retirement should start as early as possible, but it’s never too late! Financial planners can help determine time horizons, estimate expenses, and assess risk tolerances to help you meet your retirement goals. 


Taxes are an inevitable part of life but learning new opportunities and strategies can help you manage your taxes and attain your financial goals. Financial planners can help with specific tax issues or help maximize deductions and credits you are qualified to take. 

Unemployment/Changing Jobs

Lost your job recently? Financial planners can help cut your expenses until you have new income and answer any unemployment benefit-related questions.