Services
Feathers Family Financial offers a comprehensive approach to financial planning, with a focus on helping families achieve their long-term goals. We provide retirement planning, investment management and estate planning services, all designed to help you build a secure financial future.
Portfolio Analysis
​
Unsure of how your portfolio has performed against your peers?
Visually experience your financial assets with your Personal Asset Map.
Long Term Care Planning
Are your family and portfolio prepared for the burden of a long term care event?
Proper long term care planning provides choices & options surrounding your care and its costs.
Estate Summary & Equalization
How do you plan to divide your assets & would your beneficiaries know where to locate them?
Preparation of assets for executors and beneficiaries alongside estate planning attorneys to efficiently distribute your estate.
Business Valuation
Do you know what your largest asset is really worth?
See a current snapshot of your businesses potential value and what that means for your financial wellbeing.
Retirement Income Planning
Worried you may outlive your assets?
Ensure that streams of income are in place to combat longevity risk.
Social Security & Pension Maximization
Unsure of when you should begin your Social Security 0r Pension Benefits?
Create a plan of action to maximize your benefits and lifetime income.
Medicare Counseling
Does the process of beginning medicare overwhelm you? Don't know where to start?
Navigate your options & discover what is best for your needs.
Portfolio Analysis
​
Unsure of how your portfolio has performed against your peers?
Visually experience your financial assets with your Personal Asset Map.
Hover to answer...
Long Term Care Planning
Are your family and portfolio prepared for the burden of a long term care event?
Proper long term care planning provides choices & options surrounding your care and its costs.
Hover to answer...
Estate Summary & Equalization
How do you plan to divide your assets & would your beneficiaries know where to locate them?
Preparation of assets for executors and beneficiaries alongside estate planning attorneys to efficiently distribute your estate.
Hover to answer...
Business Valuation
Do you know what your largest asset is really worth?
See a current snapshot of your businesses potential value and what that means for your financial wellbeing.
Hover to answer...
Retirement Income Planning
Worried you may outlive your assets?
Ensure that streams of income are in place to combat longevity risk.
Hover to answer...
Social Security & Pension Maximization
Unsure of when you should begin your Social Security 0r Pension Benefits?
Create a plan of action to maximize your benefits and lifetime income.
Hover to answer...
Medicare Counseling
Does the process of beginning medicare overwhelm you? Don't know where to start?
Navigate your options & discover what is best for your needs.
Hover to answer...