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Financial Planning
Financial Plans: Net worth statements, cash flow and debt analysis, insurance evaluation, tax minimization strategies, investment review, asset allocation plans, estate planning strategies.
Cash Management:
• Checking
• MasterCard (debit card)
• Automatic Deposit, Systematic Withdrawals.
• Bill Payment
• Bill Management
Non-Qualified Investments
• Trust, Individual, Joint, Transfer of Death (TOD), and Joint TOD's.
Business Investments
• Corporation, Sole Proprietor, Partnership, Non Profit 501c, and Limited Liability Plans.
Qualified Investments
• Retirement Plans: IRA’s, Roth's, SEP's, SIMPLE's, 403(b)s, 401(k)s,
Solo 401(k)s, Online 401(k) Program; Profit Sharing, Money Purchase and Defined Benefit Plans.
Education Investments
• College Plans: 529 Plans, Coverdell Savings Accounts (“Education IRA’s”), and UTMA's.
• Investment Vehicles: stocks, bonds, mutual funds, exchange-traded funds, CD’s, money market funds, preferred stock, convertible bonds, mutual fund wrap accounts, fixed annuities, variable annuities.
• Alternative Investments (limited to qualified investors): Managed futures, private equity, real estate investment trusts (REITs), oil & gas.
• Stock Research
• Stock Option Analysis
• Options/Collars
• Exchange Funds
• Trust Administration
Insurance
• Life
• Long-Term Care
• Non-Qualified Plans
Real Estate
• Real Estate Investment Strategies (real estate in IRA’s)
• Mortgages
Premium Services: Online account access, regular reviews, performance reports, investment alerts, investment research reports.
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