WEALTH MANAGEMENT SERVICES
Family Financial Overview and Developing Your Plan
- Clarify Family Values, Goals and Objectives
- Assemble Consolidated Financial Statements
- Identify and Triage Financial Priorities
- Implement eMoney Plan
Wealth and Investment Management
- Customized Portfolio Solutions
- Alternative Income Strategies
- Indexed and Tax-Managed Solutions
- Individual Equity Strategies
Corporate Benefits and Retirement Plans
- Managing and Understanding
- Corporate Benefits
- Optimizing Savings Plans and Pension Elections
- Annual Enrollment Support
- Cash Flow Modeling and Sensitivity Analysis
Concierge Executive Services
- Concentrated Equity Strategies
- 10b5-1 Trading Plans
- Stock Option and RSU Analysis
- IOU Stock Analysis
Retirement Income Planning
- Design Tax Effcient Streams of Income
- Incorporate Lifecycle Spending Strategies
- RMD, Social Security and Medicare Planning Strategies
- Forecast/Develop Spending Plan
Insurance Asset Protection
- Insurance Advice: Life and Disability
- Needs Analysis and Policy Reviews
- Life and Disability Insurance
- Extended Care Planning
Legacy Planning and Philanthropy
- Estate and Wealth Transfer Strategies
- Family Gifting Strategies
- Philanthropic Giving
- Trust Services
Advanced Planning for Family and Business
- Next Gen Counseling and Planning
- Educational Funding and Planning
- Intergenerational Family Meetings
- Business Succession Planning
Coordination with Attorney and CPA
- Tax Control Strategies
- Collaborative Meetings / Open
- Communication
- Professional Introductions
- Estate Documents and Tax Return Reviews
