Financial Planning

• A Financial Plan Includes:
• Tax Planning Discussion
• Charitable Giving Strategies
• Cash Flow Review & Debt Management
• Education Planning
• Asset Accumulation Strategies

Investment Management

• Asset Allocation Strategies
• Risk Tolerance Analysis
• Tax & Cost Basis Reporting
• Alternative Investment Strategies
• Portfolio Management

Tax Planning

• Projection & Reduction Strategies
• Coordination with CPA for Year-End Tax Information
• Gain / Loss Summary
   

Estate Planning

• Estate Plan Review & Coordination With Other Professionals
• Beneficiary Designation Alignment
• Philanthropic Planning
• Family Meetings
• Advanced Design & Generational Planning    

Retirement Planning

• Retirement Projections
• Income Distribution Planning
• Employer Sponsored Qualified Retirement Planning
• Personal Retirement Planning

Insurance Planning & Risk Management

• Insurance Audit & Review
• Life, Disability, Health & Long Term Care Insurance
• Asset Protection

Real Estate Consulting

• Real Estate Analysis & Advice
• Refinancing Options
• 1031 Exchange Opportunities

Business Consulting

• Executive Compensation Planning
• Succession Planning