Daniel F. Haines Jr., CFP®, AEP®
Estate Planning
Estate planning is arranging and managing one's assets and affairs to ensure the orderly transfer of wealth, minimize taxes, and provide for the well-being of loved ones in the event of incapacity or death.
I can help you design and implement your estate plan.
Retirement Income Planning
Retirement income planning is the process of structuring and managing financial resources to generate a steady and sufficient income stream during retirement, taking into account various sources of funds and potential expenses.
I can help you design your retirement income plan.