Services


Investment Management Strategies

Goals-based strategies

Risk profile assessment

Rebalance strategies


Retirement Planning

Social Security strategies

Retirement plan investments

Retirement plan distributions

Retirement income strategies

Stock option grants or restricted stock


Life Transitions Strategies

Death of a loved one

Job change

Coping with Illness

Marriage

Birth of a child

Retirement

Sudden income

Divorce


Education Planning

Education savings strategies

Invest for children or grandchildren

Identify tax-advantaged investments


Asset Preservation Strategies

Types of ownership; beneficiary designations

Family financial planning with next generation

Tax managed investment strategies


Risk/Insurance Planning

Adequate insurance protection

Management plan for incapacity/disability

Healthcare expense planning

Long-term care strategies


Charitable and Community Giving

Discuss various charitable techniques

Explore strategies to instill philanthropic values in the next generation


Cash Flow/Cash Reserve

Emergency funds

Cash alternatives

Budgeting