Income Tax Planning Taxes affect all aspects of your finances. We will work directly with your CPA/tax preparer regarding your personal tax situation. They will help to provide you with a thorough evaluation of recent income tax returns, and help to identify any potential tax savings. Remember, it’s not about how much money you make, it’s about how much you retain. Our approach to professional financial services and wealth management services is what has made us an important tax planning resource. Insurance How much life insurance do I need?What is my life expectancy?What are my needs for burial and final expenses?How much disability income insurance do I need?What are my chances of becoming disabled?What are my long-term care insurance needs?How much will I earn in my lifetime?How long will my current life insurance proceeds last?What is the future value of an annuity?Which is better, comprehensive plan or high-deductible plan with HSA?