Retirement Planning:
- Define Goals and Gather Information
- Analyze Financial Situation
- Develop & Implement Plan
- Continuously Monitor & Review
Tax Planning:
- Retirement Plan Optimization
- Tax Reduction Strategies for Investments
- Tax Projections
Estate Planning:
- Legacy Planning
- Charitable Giving
- Wills
- Power of Attorney
Insurance and Risk Management:
- Determine life insurance coverage is adequate
- Review and monitor systematic risk—risk associated with the overall investment market
- Review and monitor non-systematic risk—risk associated with an individual business or sector
- Cash flow emergency funds
College Planning:
- 529 Plans and UTMA savings
- Optimize financial aid eligibility
Preparing for your future doesn’t have to be overwhelming and time consuming. Eubank, Hutson & Associates, LLC is here to help guide you, as well as relieve the time it takes to plan so that you can enjoy living life. Contact us for a free consultation to see how we may be able to assist in your financial planning.