Fundamentals
Making the Complex Simple
Tax Planning
Tax Planning
For every dollar made, keep as much of that dollar as legally possible.
- Employer Benefits Analysis
- Deferred Compensation
- Tax Loss Harvesting
- Education Planning (529 plans)
- Estate Tax Mitigation
- Collaboration with CPA and Attorney Relationships
Investment Management
Investment Management
Every dollar kept has a plan to grow in a way that fits its objective.
- Asset Location
- 401k Rollovers
- Roth Conversions
- Self-Employed Retirement Solutions (SEP IRA, Pension plan, Solo 401k)
- Portfolio Construction
Risk Management
Risk Management
As the dollars grow, they should be protected from all that you hope never happens.
- Risk Management Needs Analysis
- Life Insurance Planning
- Long Term Care Planning
- Disability Planning
Asset Distribution Planning
Asset Distribution Planning
Once you have grown the dollars, you know how to spend them down efficiently.
- Cash Flow Analysis
- Social Security Optimization
- Pension/Annuity Maximization
- Withdrawal Strategies
Estate / Legacy Planning
Estate / Legacy Planning
After your lifetime, the dollars go to the right places, in the right way, as you intended.
- Estate Tax Mitigation
- Business Transition Strategy
- Legacy/Lifetime Gift Strategy
Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.