Broker Check

Services

How We Work

We seek to provide cross-disciplianry services for clients across all major financial planning areas.

We act as a catalyst to get things done.

We communicate creative design ideas

We coordinate with your other advisors and bring experts to our clients planning when needed

Investment Planning

  • Portfolio Review
  • Asset Allocation
  • Socially Responsible Investing
  • Goals Analysis
  • Investment Policy Statement 
  • Withdrawal Strategies
  • Tax Efficiency 
  • Stock Concentration 
  • Equity Compensation 

Estate & Charitable Planning

  • Wills
  • Power of Attorney
  • Living Will
  • Health Care Proxy
  • Trusts
  • Multi-Generational Planning
  • Estate Taxes & Reduction Strategies 
  • Charitable Giving Strategies 

Retirement Planning 

  • Goal Setting
  • Social Security Analysis 
  • Medicare
  • Retirement Accounts
  • Employer Sponsored Plans
  • Self-Employed Retirement Plans
  • Income Planning
  • RMD & Withdrawal Strategies
  • Probability of Success 

Risk Management 

  • Review Existing Policies
  • Evaluate Insurance Needs 
  • Disability Insurance 
  • Life Insurance
  • Health Insurance
  • Long Term Care Planning Considerations 

Assistance for Family 

  • Gifting 
  • Education Planning
  • 529 Savings
  • Roth IRAs for Children 
  • UGMA/UTMA Accounts 
  • Special Needs Planning
  • Caring for Elderly 

Cash Flow Planning 

  • Income Sources
  • Expense & Budgeting 
  • Emergency Funding 
  • Savings Plan
  • Debt Management
  • One-Time Expenses 
  • Planning for Large Expenses
  • Mortgage Review 
  • Lines of Credit  


Tax Reduction Strategies 

  • Review of Cost Basis
  • Review of Realized Gains
  • Carry Forward Losses
  • Tax Loss Harvesting
  • Deductions & Credits
  • Potential Roth Conversions 
  • Gifting Appreciated Assets
  • Qualified Charitable Distributions 
  • HSAs & FSAs

Business Owner Planning

  • Financial Summary 
  • Employee Benefits & Retirement Plans
  • Key Employee Compensation & Retention 
  • Business Succession 
  • Charitable Planning Considerations
  • Gift/Sale to Family
  • Sale to a 3rd Party 
  • M&A Transactions