Services

Goals

• Prioritization & Analysis
• Lifestyle Enhancement
  
  
  

Debt Management

• Mortgage / Refinancing Analysis
• Security Base Lending

Planning

• Income Needs Analysis
• Lifetime Income Strategy
• Stress Testing
• Social Security & Medicare

Retirement Plans

• Rollover Options
• 401k / Pension Plans
• IRA Conversions
• RMD

Personal

• Tax-Free Income
• Tax Loss Harvesting
• Optimal Tax Strategies
• Retirement Plans Contribution

Business Owners

• Pre IPO / Buyout Planning
• Tax Efficient Exit Strategy
• Tax Efficient Retirement Plans
  

Forward Looking

• Investment Policy Review
• Asset Allocation Assessment
• Alternative Investments
• Cryptocurrencies
• Tax Free Income Planning

Estate Planning

• Trust Planning
• Special Needs Planning
• Asset Tiling

Estate Transfer

• Tax Effective Transfer Strategy
• Liquidity for Estate Taxes
• Designations Beneficiary

Children

• Funding Education
• Gifting Strategies
  
  

Assisting Parents

• Financial Support
• Long Term Care

• Life Insurance
• Long Term Care
• Existing Policy Review
• Survivorship Income
• Unforeseen Risks
• Cyber Risk Awareness

Charitable Gifting Strategies

• Charitable Trust Review
• Donor Advised Funds
• Tax-advantage Gifts
• Endowment Funds

• Deferred Compensation
• Stock Option Analysis
• NUA Strategies
• Single Stock Risk