EXECUTIVES
BUSINESS OWNERS
PROFESSIONALS
CLIENTS IN CAREER TRANSITIONS
CLIENTS PREPARING FOR RETIREMENT
CLIENTS IN RETIREMENT
SPECIAL NEEDS FAMILIES
DIVORCEES
WIDOWS
/WIDOWERS
THOSE DEALING WITH INHERITED WEALTH
Services
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
- Education/College planning
- Financial planning for life transition events, i.e. job loss/change, widowed/divorced, inherited wealth
- Financial and life planning for families with special needs member
- Planning and guidance for charitable givings that align with your value and fit your overall plan
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