Services
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
- Valuation Estimate
- 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