Bryce Consulting - Investments for Life

By: Bryce  09-12-2011

Retirement & Pension Planning

We help you to develop a retirement income plan and to choose the right investments for your retirement portfolio.  If you are in a defined benefit pension plan, we will help you to decide which pension option is most suitable for your retirement.  Our investment approach is conservative and we continually monitor your portfolio to increase value and reduce volatility.  If you worry about your money then you likely have the wrong investment mix.  We encourage you to meet with us to review your accounts.

Income Tax Projections & Returns

We use professional tax software for tax planning and income tax returns.  For our clients, the first return is no charge and subsequent years' returns are a modest fee.  We feel that income tax planning is vital to your retirement planning and so we encourage you to meet with us to review your tax situation.

Insurance Needs Analysis

Life and health insurance can be confusing.  Insurances are available for many of life's risks— death, accidental death, disability, critical illness, long-term care, outliving your money, emergency travel, hospitalization, prescription drugs, dental, etc.  And there are sub-types of plans such as term insurance, universal life, whole life, and combinations of joint policies that pay upon the first or second death.  We can explain each of these to you and help you to decide whether any of these insurances belong in your overall financial plan.

Free Pension Options DVD

Financial Practices Valuation Book