Financial Planning
- Cash flow and debt management including emergency fund planning
- Risk management including insurance
- Retirement income solutions including social security maximization strategies, Medicare, and long term care planning
- Estate planning including wills and trusts
- Tax planning before and post retirement to minimize clients’ income, estate, gift and generation-skipping transfer taxes
- Financial planning for life transition events, i.e. job loss/change, widowed/divorced, inherited wealth
- Financial and life planning for families with special needs child
- Planning and guidance for charitable givings including Donor Advised Fund
Investment Management
- 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