Individual Employee Retirement Counseling

Because we recognize that financial planning for individual business owners and employees is just as important as planning for the business, Lassiter-Ware offers Individual Retirement Counseling.  We meet each individual’s unique needs by performing a comprehensive analysis, typically focusing on the following four considerations:

• Life and Disability Income Insurance (How much is needed and what types of income protection products are appropriate for each situation?)
• Long Term Care Insurance (Whether it is needed and for what family members.
• Retirement Analysis (Which investments are suitable for which career stages, and how much funding will be needed at the age of retirement)
• College Funding Analysis (How much will college cost when your children are ready and how you should prepare today)