A Big Welcome to the White Oak Planning Family!
We’re excited to welcome the White Oak Planning family to 29:11 Financial Planning! April, Jerry, and their clients are joining the 29:11 family as we begin this exciting next chapter together.
Financial Planning Services
Comprehensive Financial Planning
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Budgeting
Budgeting is a very important skill to have, especially if you want to pursue your financial goals and live a confident life. Budgeting can help you plan how to spend your money wisely, save for emergencies and the future, and avoid debt. There are different methods and tools you can use to create and manage your budget, depending on your preferences and needs.
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Investment Services
We provide investment services that help individuals and organizations in the creation, growth, and management of their wealth. They can include a wide range of services such as portfolio management, retirement planning, tax planning, and more.
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College Savings Planning
We provide a College savings plan analysis that will offer tax advantages to individuals saving for future education costs.
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Philanthropy Planning
We provide Philanthropy planning which involves strategically organizing your charitable giving to maximize the impact of your donations. It can include determining which causes to support, setting goals, and considering the tax implications of your donations.
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Succession Planning
We provide a strategy for Succession planning to help identify and develop future leaders at your company — at all levels. It helps your organization prepare for all contingencies by preparing high-potential workers for advancement.
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Caregiving Planning
We provide Caregiving planning in order to prepare for the potential need for care services This can include identifying potential caregivers, understanding the costs associated with care, and considering the emotional and physical impact of caregiving.
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Cash Flow Management
Improving your personal cash flow management is a great way to pursue your financial goals and live a confident life. We can help you improve your personal cash flow management with a comprehensive financial analysis.
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Tax Planning
We provide a comprehensive Tax planning analysis to assess your financial situation in order to maximize tax breaks and minimize tax liabilities in a legal and efficient manner.
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Charitable Giving
Charitable giving involves voluntarily contributing money, goods, or time to help people in need, often through non-profit organizations. It not only provides crucial support to these organizations, but can also offer tax benefits to the donor.
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Retirement Planning
We provide Retirement planning to help you with your retirement income goals and the actions necessary to pursue those goals. It involves evaluating your current financial standing and creating an accumulation strategy that will help to work toward a desired retirement lifestyle.
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Estate Planning
We provide strategies to help in the management of your estate during your life and at and after death while minimizing gift, estate, generation-skipping transfer, and income tax.
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Social Security and Medicare Planning
We provide an analysis for Social Security and Medicare planning so you can understand your projected benefits, optimize the timing of benefit claims, and integrate government programs into your overall retirement and health care strategy.