Financial Planning

We believe that life is more than a paycheck and our mission is to ease your worries and help you create a sound and stable financial strategy for your retirement.

As Part of The Tutor Financial Advisors, LLC. process, we'll help you create a retirement income plan that balances:

  • Daily Living Expenses
  • Budgeting for Luxuries & Quality of Life
  • Planning your Social Security Benefits for Maximum Results (Social Security can add $1M to your retirement fund)
  • Factoring in Pensions Withdrawal Strategies
  • Factoring in both Expected & Unexpected Medical Expenses
  • Planning for the Unexpected and the Inevitable


Insurance Services

With the right life insurance coverage, we can be confident knowing that our loved ones will be able to live out their dreams, no matter what the future holds.

We do everything we can for our loved ones, not because we have to, but because we want to. If you're looking for affordable life insurance coverage for a specific period of time, term life insurance may be right for you. Permanent life insurance offers many different options and you can find the right guarantees, flexibility and cash value options to fit your needs.

   Portfolio Management

Our tailored and professional approach to portfolio management will help guide you to the appropriate investment strategies and support us in creating a portfolio that is consistent with your goals and risk appetite. To keep your investment strategy current, we maintain an open dialog with our investment partners and regularly monitor your portfolios.

Investment Philosophy

   Estate Planning

Estate Planning, often referred to as Generational Planning, is an integral part of the Financial Plan. This may include taking care of family and friends, selling a business, bequeathing financial assets and real estate, or making contributions to philanthropic institutions and causes. Whatever your goals, the most important things are building a comprehensive financial plan and taking action that is consistent with your objectives.
Intergenerational Transfers

   Individual & Household Budgeting

We'll help keep you on track! Budgeting is an important aspect of the financial management process. It helps you to see where you are spending money today and where you can make changes to your spending, saving and investment behaviors. We will work with you to identify challenges and opportunities to reach your goals and provide you with technology to make it easy for you to monitor your progress.
Realistic Budgets

   Retirement Planning

Life changes and so might your retirement plans. Today’s retirement is more likely to be a series of transitions versus a single change in your lifestyle. The world is changing at a pace never seen in human history, and the financial markets are becoming more complex. How do you determine what will allow you to have enough money to take you through the entirety of your retirement years?

2022 IRA Contributions

   Insurance Planning

Will you need insurance as part of your retirement strategy? Will there be enough money to cover additional health care costs such as long-term care? Will you need extra income? These are just some of the questions that come up while preparing for your financial well-being and retirement. We will work with you to determine the best possible strategies for your needs, including insurance.

Is Your Family under-insured?

   How Can We Help You?

No matter your needs or goals, Tutor Financial can help come up with a plan that fits your situation. Book a no-obligation consultation and find out how we can help you.

Schedule an appointment