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.