Financial Planning Services

Investment Management

• In house investment committee with no added third party money management fees
• Risk assessment paired with an asset allocation of investment portfolio
• Ongoing monitoring and rebalancing of portfolio
• Stay in tune with your investments we provide quarterly updates and an annual review of your investment portfolio
• Compare and evaluate how your investments did with our benchmarking services

Retirement Planning

• Projections with state of the art tools to determine how successful your plan could be
• Income and distribution, withdrawal hierarchy, and spend down plan with tax planning
• Employee benefits and pension analysis
• Medicare analysis

Tax Planning

• Fully integrated tax management of investments and tax planning
• Tax bracket and IRMAA limit management
• Projections and estimates
• Roth conversions
• Spend down plan

Estate Planning

• Trust and will packages with documents (Last will and testament, Power of attorney, Medical directives, HIPAA) 
• Review existing plans 

Risk Management

• Insurance review
• Term insurance
• Investment risk assessment and estate planning review

Business owners

• Buy and sell agreements
• Guidance for selling a business
• Support for locating a buyer, valuing your business, structuring a deal, closing the deal, and transitioning out of business
• Key man insurance

Executives

• Executive and other employee benefits
• Deferred compensation
• Stock options (tax and risk management strategies)