MENU OF SERVICES
Investment Planning
- Portfolio review
- Monte Carlo analysis
- Risk Reward Analysis
- Asset allocation
- Research and selection
- Portfolio management
- Monitoring and reporting
- Annuities
- Alternative investments
- Tax-advantaged investing
Financial Planning
- Comprehensive financial planning
- Retirement income analysis
- Social Security
- Healthcare
- Medicare
- Retirement scenario planning
- Earliest retirement
- Real estate buy-sell scenarios
- College savings
- Family net worth statement
- Charitable planning
- Coordinate external advisors
Insurance Planning
- Insurance scenarios
- Survivorship
- Disability income
- Long term care
- Annuity income
- Business insurance solutions
- QLACs
Business Owners Planning
- Business planning scenarios
- Exit Planning
- Succession and continuity
- Key employee strategies
- Buy-sell agreements
- Executive compensation plans
- Defined benefit plans
- Executive Carve-out
- Advanced retirement planning
Estate Planning
- Estate planning analysis
- Estate scenario flow charts
- Beneficiary review
- Dynasty Trust
- Generation Skipping Transfer
- CRATs, CRUTs, CLATs, CLUTs
- GRATs, GRUTs, QPRTs, IDITs
- ILITs, FLPs, SCINs
- Multi-generational transfers
- Post-mortem strategies
- Charitable giving
- Family legacy
- Liquidity and transfer
- Private Foundations
- Donor Advised Funds