Wealth Management
Investment Management
- Portfolio Analysis & Management
- Securities Brokerage Services
- Institutional Managed Accounts
- Passive Investments
- Tax Efficient Strategies
- Environmental & Socially Conscious Investments (ESG Funds)
Executive Compensation Strategies
- Stock Option Exercises
- Concentrated Stock Position Diversification
- Deferred Compensation Planning and Investment
Retirement Planning
- Qualified Plans: IRA, 401k, Roth IRA, etc.
- Company Plan Rollovers
- Retirement Income Distribution Solutions
- Pension Review
- Social Security Optimization
- Medicare/Health Insurance Coordination
Estate Planning
- Wealth Transfer and Preservation
- Coordination of Estate Plan with Legal Counsel (Titling, Wills, Trusts, and Directives)
- Charitable Giving Strategies
- Multi Generation Planning
- Special Needs Planning Coordination
Risk Management
- Insurance Needs & Cost Analysis
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
- Premium Financing
Tax Strategy
- Tax Review
- Income Tax Projection
- Managing Gains/Losses
Education Planning
- 529 College Savings Plan
- Pre-paid College Savings Plan
- Custodial Accounts
- Funding Scenario Models
