Products & Services
On-Going Planning and Investment Management Service
- Coordination with CPA and Attorney
- Determination of liquidity needs
- Evaluation of client's stated financial goals
- Formal investment policy statement
- Investment diversification plan
- Long-term planning and distribution of resources
- Manager selection
- Quarterly reports, additional unscheduled meetings/reports
- Risk Management
- Tax basis tracking, tax opportunities
- Unlimited telephone and email access
General Financial Advice (as needed)
- Captive Insurance
- Cash flow analysis (income and expenses)
- Children’s education funding strategies
- Evaluation of insurance needs, survivor income analysis
- Financing of real estate and personal property purchases
- Inheritance and estate planning
- Qualified Retirement and Pension Plans, Solo 401(K)
- Reposition of portfolios for withdrawal of income
- Required minimum distributions from retirement plans
- Retirement income strategies
- Risk to financial security if disabled or paying for non-covered care
- Timing of stock options elections
- Wealth transfer issues and concerns
Financial Planning
- Asset Allocation
- Business Retirement Planning
- Education Funding
- Estate Planning
- Financial Statement and Portfolio Reports
- General Analysis and Planning
- Insurance Needs Analysis
- Retirement Planning and Analysis
Investments
- FDIC Insured Certificate of Deposits
- FDIC Insured Money Market Accounts*
- Advisory Accounts
- Brokerage Accounts
- Government Securities
- UIT’s
- Mutual Funds
- Stocks
- Bonds
- Annuities
- IRA’s
- 401(k), 403(b) and Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
*Deposits in the FDIC-Insured Deposits Program are not considered securities and are not protected by Securities Investor Protection Corporation (SIPC) or excess account coverage