We Provide A Comprehensive Financial Review Process
Roger and his team provide a comprehensive financial review process that includes:
- Organizing finances/establishing objectives
- Personal financial analysis
- Cash flow planning
- Review of employee benefits
- Retirement planning
- Education funding
- Home purchase analysis
- Investment planning
- Portfolio/investment review
- Asset allocation strategies
- Investment tracking
- Insurance coverage review and needs analysis
- Other financial services
- Tax Planning*
- Estate Planning*
Roger can help you:
- Implement investment strategies and solutions designed to help increase and protect your wealth;
- Minimize taxes, while potentially maximizing the money you save and invest for your future;
- Make wise decisions about your retirement accounts and plan your distribution strategy as you near retirement (or now that you are retired); and
- Implement strategies with the goal of leaving a lasting legacy of financial security for your loved ones.
*Financial Solutions Inc. and Roger Augustyn are not engaged in rendering legal or tax advice. Individuals should consult with their own legal or tax advisor concerning their own specific situation.