Services We Offer
Areas of experience and focus:
Retirement Concerns
- How much do I really need, where will it come from and how long will it last?
- What will retirement really look like?
- Will I continue to work full time or maybe part time at something fun?
- Where should I live?
- Keep my house or downsize?
- Help with budgeting and expenses.
Saving for a goal – college, wedding, second home
- We can put together a plan aiming to get from here to there and help you define what is important to you.
- Also consider what to do if that goal changes. Have we built flexibility into this plan?
Health, Life, and Long Term Care Insurance concerns
- A financial plan must include consideration of health issues which may be one of the biggest expenses in retirement.
- If needed, how are you going to manage long term care? Self insure, look to family, or look at an insurance solution?
Overall financial picture and plan for moving forward
- What are my expenses?
- How much flexibility is there to change expenses?
- Can I travel?
- What are my sources of income, and what have I not considered?
Special Needs Issues – How to plan for a future for that child or adult
- Health care for the person
- Financial management if needed.
- Household management if needed.
Estate and Distribution Issues
- Who gets what and when?
- Do I need an attorney?
- What documents do I need?
- Should I review documents I have had for years?
Aging parents
- Similar, but different from special needs but many of the same issues
- Who will provide care
- Are they and you local to each other
- Sibling involvement (or not)
- Financial and insurance issues
- Power of Attorney issues
Lifeline Financial Partners and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.