Individuals & Families
Family Wealth Planning
- Analysis of your current estate plan and concerns
- Develop strategies to accomplish your life plan
- Discuss tactics to maximize your estate and minimize your taxes
- Meet with your attorney
- Annual projections of wealth preservation plans for your family
- Provide guidance with the appropriate and necessary steps in the event of the death of a loved one
Retirement Income & Distribution Planning
- Analysis of your income needs now and in the future
- Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
- Recommendations regarding the best distribution strategy for your employer retirement plans and IRAs
- Analysis of the beneficiaries of your IRAs
Tax Reduction Planning
- Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
- Meet with your tax preparer
- Recommend tax solutions including tax advantaged investments
- Keep you informed of changes in the tax laws and how they affect your situation
Investment Services
- Review your investments and design a personalized portfolio appropriate to your needs
- Continuous monitoring of your investments
- Quarterly meetings and statements to review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
- Review your employer retirement plans, such as 401(k) or 403(b), and provide you with investment recommendations in line with your plans and objectives.