Holistic Financial Planning
Cash Flow & Budgeting
Protection Strategy Planning
Investment/Wealth Management
Retirement Planning
Estate & Legacy Planning
Tax Planning Strategies
Major Life Transition Support
Business Planning
Protection Strategies
Life Insurance Planning
Long Tern Care Planning
Disability Income Protection
Emergency Fund Strategies
Wealth Management &
Retirement Planning
Personalized Investment Portfolios
Tax Efficient Investing
Traditional IRA
ROTH IRA
SEP IRA
SOLO 401k
401k
Annuities
Retirement Income Planning
Estate & Legacy Planning
Will & Trust Coordination
Estate Attorney Introductions
Strategies for Minimizing Tax Liability on Estate
Beneficiary Review
Wealth Transfer Strategies
Tax Planning Strategies
Review of Tax Returns
Collaborative Work with your CPA
Introductions to CPAs, if desired
Investment Tax Efficiency including Tax Loss Harvesting
Retirement Account Optimization
Business Owner Tax Strategies
Proactive Year-Round Planning
Owner/Executive Benefits
Executive Bonus Arrangements
Key Man Policies
Funding of Buy/Sell Agreements
Retirement Plan Design