Our Services
We charge one all-inclusive management fee that covers:
Financial Planning
• Financial Plan Check-up
• Financial Goal Setting and Tracking
• Cash flow and budgeting analysis
• Retirement Readiness
Investment Management
• Portfolio Analysis
• Asset allocation design and rebalancing
• Risk tolerance and performance analysis
• Tax-loss optimization strategies
• Monitoring and on-going management
Retirement Planning
• Cash flow analysis and budgeting
• Income optimization
• Re-creating paycheck
• Retirement Plan Check-up
• Company 401(k) review and analysis
Education Planning
• Education and cost analysis
• Education account analysis and planning
• Cost vs Borrowing analysis
• Plan selection and tax optimization
• Investment and tuition payment strategies
Tax Planning
• Investment tax-mitigation strategies
• Investment income tax analysis
• Low basis tax management strategy
• Estate distribution scenario analysis
• Roth/IRA conversions
Estate Planning
• Estate review and analysis
• Document storage and planning
• Beneficiary reviews
• Charitable Planning
• Estate distribution strategies
Risk Management Services
• Life Insurance analysis
• Medicare analysis
• Healthcare spending accounts
• Business owner liability analysis
• P&C analysis
Advanced Planning for Business Owners
• 401(k) & Co.-sponsored plan fee analysis
• Cash-flow analysis and saving strategies
• Non-Qualified Deferred compensation planning
• Buy-sell agreement and partnership risk analysis
• Retirement plan analysis and selection
