Business Planning Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch. Share | Have A Question About This Topic? Address Thank you! Oops! Related Contents Dentist You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan. Social Security beneficiaries get the biggest raise since 20 There will be a 2.8% increase in Social Security benefits in 2019. Ask your advisor about filing strategies. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.