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
