Georgia Bruggeman CFP

We develop comprehensive financial plans with specific recommendations in the areas of insurance, taxes, retirement, investments, estate planning, education funding and Long Term Care. We then implement the recommendations which involves ongoing investment management, purchase or sale of insurance policies including annuities, recommendations on reducing taxes, instructions for estate plans including recommendations on various trusts and estate tax savings and finally recommendations on funding education and whether Long Term Care makes sense or not. We monitor your plan, make adjustments as needed ,and show you your progress toward stated goals.