Asset Management
- Portfolio Evaluation and Construction
- Active Management
- Defensive and Hedging Strategies
- Alternative Strategies
- Online Client Portal
Retirement Planning
- Cash Flow Projection
- Social Security Planning
- Medicare Planning
- Required Minimum Distributions
- Retirement Plan Analysis
- Pension Plan Analysis
Tax Planning
- Coordinate with CPA
- Roth vs. Pre-tax Strategies
- Tax Loss Harvesting
- Tax Document Delivery to CPA
Estate Planning
- Coordinate with Attorney:
- Trusts
- Wills
- Beneficiary Designations
- Life Insurance Analysis
- Inheritance Planning
Education
- Education Funding
- 529 Planning
- College Cost Projections
Philanthropy
- Donor Advised Funds
- Donations In-Kind
- Qualifed Charitable Distributions
- Gift Planning
Additional Services
- Business Planning
- Employment Transition
- Marriage & Divorce Planning
- Death & Disability Planning
- Financial Document Safekeeping
