Financial Planning Services
W.M. Durham Associates LLC offers independent, objective, and confidential financial planning. Some of the planning services offered are:
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Planning for retirement
How much should I save for retirement?
What type(s)s of saving plans are available to me?
Am I on track to reach my retirement goals?
When should I sign up to receive Social Security benefits?
When do I sign up for Medicare?
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Insurance needs and options
Life
Disability
Long-Term Care
Medicare
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Determining how much to save
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Making investment decisions
Annuities
Mutual Funds
Stocks and Bonds
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Estate Planning
Which estate planning documents should I have?
What can I do to lower my estate taxes?