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?