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
Determining how much to save
Making investment decisions
Stocks and Bonds
Which estate planning documents should I have?
What can I do to lower my estate taxes?