Financial Planning Services

W.M. Durham Associates LLC offers independent, objective, and confidential financial planning.  Some of the planning services offered are:

  • 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?

  • Insurance needs and options

                    Life

                    Disability

                    Long-Term Care

                    Medicare

  • Determining how much to save

  • Making investment decisions

                     Annuities

                     Mutual Funds

                     Stocks and Bonds

  • Estate Planning

                   Which estate planning documents should I have?

                   What can I do to lower my estate taxes?