Financial Planning Program

To provide financial advice by John Lodwick, Certified Financial Planner, at a substantially reduced hourly rate that encompasses a broad scope of financial concerns.

Investment Planning
Allocation and diversification of stocks, bonds, and mutual funds. Management of risk. Qualified pension plans such as 401k, 403b, SEP, Traditional IRA, Roth IRA, IRA rollover, and Simple Plans.

Retirement CalculationsĀ 
Will the client have enough money to live on This will consider all pension, social security, trust and any other expected income source.

Home and income property purchases
How much house can the client afford given the tax advantages of ownership. What are the pros and cons of rental real estate? Cash flow analysis (including spreadsheet) for any particular properties. How should you title real estate to maximize tax benefits?

  • Purchases such as cars, boats, and other items.
  • Income shifting for estate and income tax purposes.
  • The best and most tax efficient ways to sell or give assets.

* Request more information regarding our services and receive a free hour of financial consultation
(conditions apply: Email Us – Click Here