Our Services

Retirement planning
This can include:
- Income Strategies
- Savings Strategies
- Social Security Strategies
- Roth Conversions
- Required Minimimum Distribution Planning

Portfolio evaluation and asset allocation strategies
This can include:
- Risk Tolerance Assessment
- Goal Setting
- Asset Manager Selection
- Expert Due Dilligence
- Annual Portfolio Review

Estate planning and wealth transfer while minimizing taxation
This can include:
- Document Review
- Trust Planning
- Incapacity Planning
- Family Gifting
- Estate Tax Modeling
- Tax Reviews
- Education Savings

Charitable gifting strategies
This can include:
- Private Foundations
- Direct Donations
- Charitable Trusts
- Donor Advised Funds

Corporate and executive services
This can include:
- Retirement Plan Review and Evaluation
- Non-Qualified Deferred Compensation
- Stock Option Exercises
- Restricted Stock Services
- Shareholder Agreements
- Buy/Sell Funding
- Key Person Insurance
- M&A Advisory
- Sale Advisory

Risk management and insurance strategies
This can include:
- Annuities
- Life Insurance
- Long Term Care Insurance
- Disability Insurance