Financial Planning
- Cash flow planning and debt management
- Budgeting and saving
- Insurance policy review and needs analysis
- College funding and expected family contribution (EFC) review
- Financial coaching
Strategies For Executives
- Employer stock option analysis
- Tax minimization strategies
- Medical & Retirement plan review and analysis
- Human capital review and career coaching
Investment Management
- Asset allocation
- Risk evaluation
- Portfolio management
- Ongoing analysis
Retirement & Legacy Planning
- Analysis and Design of optimal income distribution strategy in retirement
- Social Security maximization strategies
- Tax-efficient wealth transfer and gifting strategies
Strategies For Small Business Owners
- Tax-efficient wealth transfer
- Legacy planning
- Business succession
- Retirement plan setup and implementation
- Depreciation benefits review
- Employer cash flow analysis and tax minimization strategies