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PIAM has partnered with LongPoint
Financial Planning to offer comprensive
financial planning services. LongPoint offers
independent, objective, affordable financial planning for people from all
walks of life. They work with clients on their terms – providing just
as little or just as much help as they need and want – from one specific
issue to an entire comprehensive plan covering all facets of their financial
life.
Retirement Planning
• 401(k) and 403(b) rollover strategies
• “What-If” scenarios, creating detailed models of cash
flow projections, to better understand the likelihood you can retire at a
certain age, and a certain standard of living.
Education Funding
• Options available for funding this major expenditure based on your income
and your children’s ages.
• Analysis of 529 Plans, UTMA/UGMA accounts, and the Hope and Coverdell savings
plans.
Comprehensive Portfolio Analysis
• Asset Allocation analysis of your current portfolio, with recommendations
for changes that may be indicated, based on your goals, objectives and
your tolerance for risk in the financial marketplace.
• Stock option compensation planning, to set a course for exercising those
options to best meet your financial goals, while at the same time minimizing
the tax burden.
Estate Planning Review
• Ensuring the proper estate documents are in place, such as wills, powers
of attorney and guardianships.
• Estate planning strategies, where appropriate.
Insurance Needs Review
Life, disability, and long-term care insurance reviews and recommendations
Financial Checkups
As your life and needs change, we will work with you to update your financial
objectives.
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