Financial Advice
We offer tailored financial services along with investment management solutions to help you achieve your unique financial goals.
Our Process
At Limestone Advisory Services, we believe no two financial journeys are the same. That’s why our process is built around getting to know you—your goals, your values, and the future you envision.
We begin with a complimentary discovery meeting, where we learn about your financial situation, needs, and aspirations. From there, we create a financial snapshot and provide clear projections and recommendations tailored to your unique circumstances.
Our work doesn’t stop there. We meet with you regularly to review progress, adjust plans as life changes, and ensure you remain on track toward your goals. This ongoing partnership is at the heart of what we do—serving as a lifelong resource and trusted guide for your financial future.
Limestone Menu of Services
- Goal Setting
- Social Security & Medicare Strategies
- IRA Contributions & Conversions
- Employer-Sponsored Plans & 401K
- Annuities & Pensions
- RMDs & Withdrawal Strategies
- Self-Employed Retirement Plan
- Portfolio Review
- Asset Allocation
- Time Horizon
- Withdrawal Strategies
- Investment Policy Statement
- Income Sources
- Financial Statements
- Expenses & Budgeting
- One-Time Expenses
- Planned Large Expenses
- Emergency Funding
- Dollar Cost Averaging
- Debt Management
- Review of Cost Basis
- Life Insurance Needs Analysis
- Disability Insurance
- Health Insurance
- Homeowners & Liability Coverage
- Long Term Care Insurance
- Review Wills
- Estate Planning
- Power of Attorney
- Trusts & ILITs
- Estate Tax Planning
- Charitable Giving & Trusts
- Living Will Review
- Review Realized Gains
- Tax Loss Harvesting
- Deductions & Credits
- Potential Roth Conversions
- Health Savings & FSAs
- Carry Forward Losses
Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.