Comprehensive Financial Solutions

You and your financial advisor work together to systematically address 10 key wealthcare issues.
 

Expansive Menu of Wealth Management Strategies
 

Investment Planning

  • Asset allocation
  • Portfolio design
  • Diversification strategies
  • Alternative investments
  • Fixed-income strategies
  • Investment policy statement
  • Needs assessment
  • Monitoring and review

Tax Planning

  • Tax-optimized investing
  • Charitable planning
  • Trust services
  • Tax-loss harvesting
  • Tax burden reduction
  • Estate tax planning

Education Planning

  • Education savings accounts
  • 529 college savings plans
  • UGMA/UTMA accounts
  • Trust services

Business Planning

  • Business succession
  • Buy-sell agreements
  • Non-qualified retirement plans
  • Key employee retention

Retirement Planning

  • Distribution planning
  • IRA contributions and rollovers
  • Income projection analysis
  • Employer-sponsored plans and 401(k)s
  • Social security and Medicare
  • Self-employed retirement plans
  • Retirement goal setting

Estate Planning

  • Tax reduction
  • Wealth transfer
  • Charitable giving
  • Trust services
  • Wills
  • Irrevocable life insurance trusts

Risk Management

  • Life insurance analysis and design
  • Long-term care insurance
  • Income replacement
  • Disability protection
  • Creditor protection
  • Elder care planning
  • Divorce
  • Incapacitation and control of assets

 

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