Menu of Services

Financial Strategies

Financial Goals

• Set Long-Term Goals

• Review Goals

• Savings

• Financial Plan

Investment Management

• Manager Due Diligence

• Manager Selection

• Monitoring

Asset Allocation

• Diversification

• Risk Tolerance

• Risk Management Tactics

Tax Planning

• Tax Efficiency

• Tax Reduction

• ROTH IRA Conversion

• Tax-Loss Harvesting

Retirement Planning

Retirement Plans

• 401(k)

• IRAs

• Beneficiary Review

• Financial Plan

Social Security

• Benefit Review

• Timing & Impact Review

Healthcare

• Medicare Benefits

• Medicare Needs

• Long-Term Care

• Medigap Insurance

Liability Solutions

Goal Protection

• Life Insurance Review

• Corporate vs. Personal

Income Protection

• Disability Insurance

Liability Insurance

• Asset Protection

• Umbrella Coverage

Family Planning

College Planning

• Establish 529 Plans

• Custodial Accounts

• Education IRAs

Child Care

• Special Needs Trust

Parental Care

• Healthcare Planning

• Long-Term Care

• Living Expenses & Housing

Estate Planning

Wills

• Establish Last Will

• Healthcare POA

• Durable POA

• Living Will

Trusts

• Living Trust

• Generation-Skipping

• Residence Trust

• Irrevocable Life Insurance

• Credit Shelter

Heirs

• Beneficiary Planning

• Annual Gifting Strategies

• Estate Transfer Strategies

• Asset Titling

Charitable Giving

• Charitable Trusts

• Donor Advised Funds

• Legacy Planning

• Bequests

Capital Needs

Home Loans

• Mortgages

• Home Equity

Securities-Based Lending

• Control & Restricted Stock Lending

• Letters of Credit

• Multi-Purpose Loans

• Portfolio Credit Line

Liquidity Solutions

• Mergers & Acquisitions

• Capital Raises

• Valuations

• Debt Restructuring