Financial Planning
- Goal identification
- Consultation on life changes that may affect your assets
- Portfolio review (allocation, risk tolerance, objective, tax efficiency, cost, investments)
- Design of a spending plan and cash flow management
- Life insurance analysis
- Education funding for children and grandchildren
- Retirement planning
- Executive compensation
- Employment package analysis
- Financial organization
- Recommendations
- Implementation of recommendations
- Charitable giving strategies
- Estate planning review and coordination with legal and tax advisors
- Incapacity planning
Retirement Strategies
- Cash flow analysis and spending plan
- Financial organization
- Portfolio review and consolidation
- Income building and withdrawal strategies
- Social Security planning
- Long-term care assessment
Legacy Planning
- Wealth transfer strategies
- Estate planning review and coordination with legal and tax advisors
- Account titling review
- Beneficiary review
- Insurance review and analysis
- Family financial management
Investment Management
- Portfolio evaluation
- Portfolio diversification
- Asset allocation per individualized strategy
- Account rebalancing
- Money manager selection and ongoing monitoring
- Quarterly reports and market commentaries
- Consultation on life changes that affect your assets
- Fee, internal cost and tax efficiency review
- Socially Responsible Investment (SRI/ESG) solutions
Business Planning
- Retirement plan selection
- Tax planning strategies
- Succession planning
- Coordination with attorney, CPA and other professionals (as needed)
Risk Management (Insurance services)
- Long-term care solutions
- Business Owner succession planning
- Advanced estate planning strategies
- Term insurance
- Policy reviews
Widow and Divorce Planning
- Cash flow management and design of spending plan
- Personalized process in financial organization
- Educational approach to navigating one’s changing environment
- Estate planning review and planning