Empty Nesters | Equipoise Wealth Management, Inc., Fee-Only, Independent Certified Financial Planner Advisors

Dealing with healthcare issues
Understanding and determining the need for long-term care insurance
Knowing the wisest time to apply for Social Security benefits
Deciding what to do with a 529 balance
Navigating the process of transferring UTMA and UGMA account to grandchildren
Evaluating the appropriateness of trusts
Investigating advanced estate planning rules and estate tax savings strategies
Helping aging parents
Paying off your mortgage—advantages/disadvantages
Adjusting for boomerang kids

CFP® and Certified Financial Planner™ are federally registered service marks of the Certified Financial Planner Board of Standards (CFP Board).
CFP licensees adhere to a Code of Ethics and Professional Responsibility,
and continuing education and disclosure requirements in the interest of providing the highest level of professional service to their clients.
Chartered Retirement Planning Counselors^sm and CRPC® are registered service marks of the College for Financial Planning.
Copyright 2011, Equipoise Wealth Management, Inc.

Social Networks