Making your Life Easier
- Single Point of Contact for all Financial Concerns
- Clarity on Financial Future through Ongoing Planning
- Online Access to Conveniently Monitor all of your Accounts
- Help Staying on Track with Action Checklists and Follow-Up
- Assistance during Disability or Death
Financial Wellness
- Goal Prioritization & Tracking
- Cash Flow Optimization
- Emergency Funding
- Debt Payoff Plan
Personal Risk Reduction
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
Investment Management
- Retirement Savings & Strategies
- Retirement Income Strategies
- Investment Allocation & Risk Tolerance
- Alternative Investments
- Targeted investing for Mid-Term Goals
- Legacy Planning
Tax Planning
- Tax Savings though Tax-Loss Harvesting & Tax Efficient Asset Allocation within Taxable Portfolios
- Smart Allocation of Assets between Taxable and Non-Taxable Accounts
- Tax-Efficient Distribution throughout Retirement
- Charitable Giving
- Coordination with Your Tax Preparer
- Introduction to Local CPAs
Benefits Analysis
- Company Benefits Maximization: Insurance, HSAs, FSAs
- Stock Options, Employee Stock Purchase Plans, Restricted Stock Units
- Social Security Optimization
- Introduction to Medicare Experts
College Planning
- Tuition Projections & Savings Targets
- Year-by-Year Funding Plan
Estate Planning
- Review of Beneficiaries, Wills, and Trusts
- Family Meetings as Requested
- Coordination with Your Estate Attorney
- Introduction to Local Estate Attorneys