Retirement Planning
- Pre-retirement Analysis
- Post-retirement Analysis
- Pension Maximization Strategies
- Annuitization Strategies
- Estate Planning Analysis
Asset Management
A comprehensive investment process that:
- Allows for complete understanding of client’s goals and objectives
- Measures comfort with volatility – illustrates in actual dollars, the “worst - case” scenario and providing real life potential outcomes
- Aligns investment strategy to fund life of purpose and significance
- Allows clients to be free to focus on what is most important to them
Tax Planning
- Tax Efficient Investment Management
- Tax Reducing Strategies
- Gain/Loss Harvesting Strategies
Estate Planning
- Estate Planning Analysis
- Trust Fund Management
- Estate-Tax Funding Strategies
- Unique Gifting Strategies
- Family Wealth Planning
Business Owner Services
- Professional Cash Management
- Traditional and non-traditional cash management strategies
- Executive Planning
- Buy-sell agreements
- Incorporating private and public stock holdings
- 401(k)/Profit Sharing
- Cash Balance Plans
- Executive deferred comp plans
- Business Transitioning
- Maximize business value
- Sell an existing business
- Moving into a different position
- Pass-down strategies
Education Planning
- Cost Analysis
- Funding Strategies (529 plans, Education IRA’s, UGMA accounts)
Risk Management
- Life Insurance – Term, Universal and Variable Life
- Disability Income Insurance
- Long – Term Care Income
Legacy Planning
- Making a difference in the lives of others (family, community, national and global impact)
- Closely integrated with the estate planning process
- Client’s plan is aligned and fully supports the impact they want during their lifetime and after
Portfolio Management
- Portfolio Analysis
- Asset Allocation Analysis
- Investment Strategies for Growth
- Investment Strategies for Income