Available Investment Management Services | |
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Investment strategy review | Online access to investment holdings |
Review of goals, objectives, and changes affecting risk | Tax mitigation strategies |
Portfolio construction and rebalancing | Investment education and strategy review |
Recommendation for assets held away | Review of “lifeboat” adequacy and suitability |
Available Financial Planning Services | |
Distribution strategies | Trust and estate planning strategies and review |
Retirement planning strategies | Business and succession planning |
Cash flow and savings planning | Employment benefits review |
Debt elimination | Retirement plan coordination |
Annual tax analysis | Coordination with other professional advisors |
Net worth analysis | – Legal: Estate planning, business, charitable, family |
Education planning strategies | – Accounting: Taxes, trustee, business structure |
Charitable giving strategies | – Insurance: Property and casualty, individual and group medical, life, disability, long-term care |
Insurance planning strategies | – Real estate: Property transactions, mortgage financing |
Implementation of agreed-upon financial planning strategy recommendations |
Our integrated process combines all aspects of investing and financial planning into one cohesive strategy. By combining tax-efficient strategies, as well as estate, wealth transfer, and insurance planning, we develop a comprehensive picture of the client’s financial situation and implement a plan to help them achieve what’s most important to them.