Wealth Planning Services

Investment Management

• Goals-based strategies

• Risk profile assessment

• Rebalance strategies

• De accumulation strategies

Retirement Planning

• Social Security claiming 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 appropriate tax-advantaged investments

Wealth Preservation Strategies

• Types of ownership; beneficiary designations

• Wealth preservation strategies

• Family wealth planning with next generation

• Tax efficient 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

Coordination with CPA and Attorney**

• Coordinate collaborative meetings

• Review of legacy documents and tax returns

• Implement tax-efficient investing strategies