Services Include:
- Comprehensive financial data gathering and review
- Retirement income distribution strategies to help provide you with the income you need
- Investment planning using appropriate asset allocation based on your risk tolerance, time horizon and goals
- CPA and attorney collaboration to bring clarity to your overall financial picture and implement solutions
- Acting as a fiduciary as established by the SEC when providing financial planning services to you
Implementation of your written recommendations will be done separately from the Financial Planning Services. You will determine whether and how to implement recommendations.
Stock Option Analysis
Stock option analysis, including strategies to exercise options and estimate resulting taxation
Retirement Accumulation
Retirement accumulation strategies to help you reach your retirement goals
Estate Planning
Estate planning strategies that help preserve and transfer wealth
Managed Accounts Relationship and Financial Products
With our Managed Accounts Relationship and Financial Products we offer a wide array of investment and insurance product solutions and services to help you reach your goals.
Services Include:
- Comprehensive financial data gathering and review
- Guidance, annual review and ongoing service of investment and insurance products
- Guidance on investment product and service selection
- Setup work for new account(s)
- Information on present investment accounts and investment products
- Necessary paperwork processing for investment account maintenance
- Addressing client-initiated phone calls and general questions