| Available Investment Management Services | |
|---|---|
| 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.