服务对象
Executives
Business Owners
Professionals
Clients in Career Transition
Clients Preparing for Retirement
Clients in Retirement
Special Needs Families
Divorcees
Widows/Widowers
Those Dealing with Inherited Wealth
服务纵览
财务规划
- Cash flow and debt management including emergency fund planning
- Risk management including insurance
- Retirement planning including social security maximization strategies, Medicare and long term care
- Estate planning including wills and trusts
- Tax planning before and post retirement to minimize clients’ income, estate, gift and generation-skipping transfer taxes
- Education/College planning
- Financial planning for life transitions, i.e. job loss/change, widowed/divorced, inherited wealth
- Financial planning for families with special need member
- Planning and guidance for charitable givings that align with your value and fit your overall plan
投资管理
- Retirement plans such as 401(k) plan
- IRA
- Roth IRA
- Health Savings Accounts
- 529 college savings plans
- Bonds
- Stocks
- Stock Options
- Mutual Funds
- Exchange Traded Funds
- Real Estate Investment Trusts
- Annuities
- Professionally Managed Accounts