Our Services & Standards of Care

Core Planning

  • Financial Planning
  • Budget Review
  • Liquidity/Emergency Fund Assessment

Estate/Legacy Planning

  • Titling of Assets & Beneficiary Review
  • Qualified Plan & IRA Distribution Planning
  • Collaboration/Meetings with Client and Estate Planning Attorney

Investment Management

  • Portfolio Construction
  • Ongoing Portfolio Monitoring & Rebalancing
  • 2nd Opinion on Outside Accounts and Retirement Plans

Tax Related Services

  • Collaboration/Meetings with Client and CPA
  • Year Ahead Tax Guide
  • Cost Basis Review

Education Planning

  • Educational Cost Projections (public/private)
  • 529 Plans

Asset/Income Risk Protection

  • Life Insurance Analysis & Review
  • Long-Term Care Analysis & Review

Retirement Planning

  • Retirement Map
  • Retirement Income Planning
  • Retirement Capital Needs Planning
  • Social Security & Medicare Review

Business Ownership

  • Retirement Plan Recommendation and Implementation
  • Succession Planning Consulting

Multi-generational Family Planning

  • Family Legacy & Transition Planning
  • Multi-generational Financial Planning
  • Planning for Widows/Widowers/Special Needs Children
  • Eldercare Services

Personalized Services

  • Post-meeting Email with Summary and Action Items
  • Financial Document Updating and Organization
  • Online Document Vault
  • Notary