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Our Services

Retirement planning

Retirement planning

This can include:

  • Income Strategies
  • Savings Strategies
  • Social Security Strategies
  • Roth Conversions
  • Required Minimimum Distribution Planning
Portfolio evaluation and asset allocation strategies

Portfolio evaluation and asset allocation strategies

This can include:

  • Risk Tolerance Assessment
  • Goal Setting
  • Asset Manager Selection
  • Expert Due Dilligence
  • Annual Portfolio Review
What is Wealth Management Video
Estate planning and wealth transfer while minimizing taxation

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
How Much Should You Save for Your Child's Education Video
Charitable gifting strategies

Charitable gifting strategies

This can include:

  • Private Foundations
  • Direct Donations
  • Charitable Trusts
  • Donor Advised Funds
How to Maximize the Impact of your Charitable Gifts Video
Corporate and executive services

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

Risk management and insurance strategies

This can include:

  • Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance