OUR SERVICES
We understand that what you need from your retirement or wealth management plan surpasses money alone. Whether your primary goal is freedom, security, philanthropy, legacy, balance or something else, our comprehensive suite of personal and business financial planning and investment management services supports a wide array of needs.
FINANCIAL PLANNING DISCOVERY
- Goal Setting
- Organizing Assets
- Identifying Cash Flow
- Uncovering Problems
- Financial Statements
- Organizing Liabilties
RISK MANAGEMENT
- Estate Tax Planning
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
- Group Benefits
CASH MANAGEMENT
- Cash Flow Planning
- Financing Strategies
- Cash Reserves
- Tax Strategies & Projections
RETIREMENT/INDEPENDENCE PLANNING
- Retirement Projections
- Personalized Strategies
- Qualified Plan Settlement Options
- Pension Settlement Options
- Annual Reviews and Adjustments
INVESTMENT PLANNING
- Asset Allocation
- Investment Policy Statements
- Investment Evaluation
- Company Stock & Option Planning/Exercising
REITS
- Evaluation & Tax Considerations
- Independent Investment Advisory Services
- 401(k), 403(b), Single K, SEP, SIMPLE IRA, Roth IRA, IRA Rollover Services Stock, Bond, CD brokerage 529 Plans, Custodial Accounts, Etc.
BUSINESS PLANNING
- Business Succession & Continuation
- Business Consulting
- Business Sale Structure
- Retirement Plans
- Deferred Compensation Plans
- Executive Retention
- Key Employee Retention
- Employee Compensation
ANCILLARY PLANNING
- Charitable Giving
- Education Planning & Funding
- Divorce Planning
- Legal Documents Review
- Estate Planning Review
- Management Agreements Review
- Employee Agreements Review
- Bonus Agreements Review
