Financial Planning

Tax Planning

  • Analyze tax situation for better short and long-term decisions
  • Optimize tax saving opportunities
  • Make investment decisions with sensitivity to tax consequences
  • Detailed tax reporting

Employee Benefits Analysis

  • Planning for stock options and deferred compensation
  • Benefit recommendations coordinated with your total financial plan

Financial Independence and Retirement Planning

  • Strategize for the next phase of your life
  • Develop and implement a plan to achieve financial independence
  • Plan and manage retirement income streams and systematic withdrawal plans

Estate Planning and Wealth Transfer

  • Act as liaison between client and attorney
  • Develop ideas and suggest techniques to preserve family wealth
  • Coordinate investment strategy with wealth transfer goals

Insurance and Risk Analysis and Recommendations

  • Life and Disability, Health and Long Term Care
  • Auto, home and personal liability

Planning for a Wide Range of Goals

  • Optimize college funding choices
  • Planning for large purchases
  • Liability management
  • Philanthropic tools, techniques and advice