Financial Analysis

Sometime it's a good idea to focus on certain critical areas that are in need of immediate attention. By dealing with these pressing issues first, a better financial foundation can be laid to support more comprehensive long-term planning.

• Budget/debt analysis: getting cash flow under control
• Risk analysis: identifying and dealing with immediate financial risks
• Retirement plan analysis: IRA's, 401(k) rollovers, annuities, etc.
• Retirement cash flow analysis: income stream strategies to support targeted lifestyle
• Investment portfolio analysis: asset allocation strategies to pursue financial goals

For more information please contact David St. John.