Financial Basics

• Create a budget

• Save for a major purchase

• Pay off credit card and student loan debt

• Build an emergency fund

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Retirement & Life Events

• Set and prioritize financial goals like buying a home or funding education

• Review 401(k) saving strategies

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Insurance

• Decide how much life insurance makes sense

• Identify other types of insurance that may help, such as excess liability (umbrella) coverage and policies for disability and long-term care

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Employee Benefits

• Understand the benefits available through your employer and how they work together

• Review healthcare coverage options, Flexible Spending Accounts and Health Savings Accounts

• Consider employer-sponsored insurance plans

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Investing

• Learn investment principles, including risk, return and types of investments

• Build and diversify a portfolio

• Make the most of tax-advantaged accounts for retirement and college savings

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Tax Planning

• Learn tax basics, including taxable income, adjustments, deductions and credits

• Consider opportunities to lower your tax bill and improve tax efficiency

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College Planning

• As the cost of education mounts so does your worry about paying for college.

• We provide you with solutions where you are in control of your college funds and can plan to pay for your children’s education.