Wealth Management Services

60 Ways We Work With You

Every client's situation is different. Here's a look at the ways we can work together to protect, grow, and preserve your family's wealth.

Financial Planning
+
  • Develop Financial Goals
  • Create a Timeline for those Goals
  • Create a Plan for Retirement
  • Early Retirement Calculation
  • Retirement Income Maximization Strategy
  • Social Security Maximization Strategy
  • Education Planning (529s)
  • Vacation Home Purchase Strategy
  • Cash Flow Forecasting
Investing
+
  • Portfolio Analysis
  • Use Data to Analyze Existing Investments
  • Determine Asset Mix
  • Education on Investment Strategies
  • Boutique and Customized Portfolios
  • Understand and Communicate Risks
  • Access to Alternative Investments
  • Private Assets (REITs, Equity, Debt)
  • Tax Efficient Investments and Strategy
  • Annuities for Income and/or Protection
  • Stock Insurance / Protection
  • Consolidate Accounts
  • Advise on 401k Options and Rollover
  • Pension Buyout Options
  • Stock Option and RSU Advising
  • Access to IRAs vs Roths vs 401ks
  • Cash Management
Tax Strategies
+
  • Refer Reliable CPAs and Coordinate
  • Roth Conversion / Back Door Roth
  • Proactive Gifting to Family
  • Charitable Gifting and Donor Advised Funds
  • Tax Loss Harvesting
  • Capital Gains Tax Reduction / Mitigation
  • Qualified Charitable Distributions (from IRAs)
  • Estate Freezing Strategies (Irrevocable Trust)
  • Tax Efficient Withdrawal Sequencing
  • Tax Efficient Investment Allocations
  • Efficient Strategies for Inherited IRAs
  • Tax Bracket Management
Estate & Trust — Legacy Planning
+
  • Review Estate Documents
  • Refer Reliable Attorneys and Coordinate Strategies
  • Revocable Trust and Irrevocable Trust Education
  • Trustee Education
  • Advise on Additional Docs (POA, TOD, POD, etc)
  • Advanced Financial Planning and Mitigation
  • Foundation and Endowment Guidance
  • Multi-generational Wealth Transfer
  • Philanthropic and Charitable Gifting Strategies
Insurance / Risk
+
  • Insurance Contract Audit, Education, and Advising
  • Asset Protection, Income Protection
  • Life Insurance and Long-Term Care Options
  • Irrevocable Life Insurance Trusts as Tax Strategy
  • Refer Consultants for Medicare Options
Private Client
+
  • Cash Management Ideas
  • Personally Dedicated Advisor
  • Customized Reporting
  • Private Banking Access
  • Guidance During Market Volatility
  • Confidential Sounding Board for Friends and Family
  • Notary Service Coordination
  • Unique Client Appreciation Events