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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.
• College Planning
• Corporate Employee Education
• Non-Profit Foundation Investment Policy Audits
Investments
• Retirement Plans: IRA’s, Roth's, SEP's, SIMPLE's,
403(b)s, 401(k)s, Solo 401(k)s; Profit Sharing, Money Purchase and Defined Benefit Plans.
• College Plans: 529 Plans, Coverdell Savings Accounts (“Education IRA’s”), UTMAs
• 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, hedge funds, private equity
• Stock Research
• Stock Option Analysis
• Options/Collars
• Exchange Funds (for concentrated stock positions)
• Trust Administration
Insurance
• Property Casualty
• Health, Term Life, Disability, Group
• Long-Term Care
• Medicare Supplements
• Non-Qualified Plans
• Survivor Life
Tax Planning
• Basic Tax Preparation
• Complex and Business Tax Preparation
Business Planning
• Bookkeeping
• Bill Paying
• Financial Statements
• Business Coaching
• Business Succession
• Corporations
• Valuations
• Private Banking/Financing
• Third Party Administrator
Legal
• General Business Law/Wills
• Estate Planning, Charitable Giving, Trusts
• Elder Law
Real Estate
• 1031 Exchanges (Accommodator)
• Tenants In Common
• Real Estate Investment Strategies (real estate in IRA’s)
• Mortgages
Cash Management:
• Checking
• MasterCard (debit card)
• Automatic Deposit, Systematic Withdrawals.
• Bill Payment
• Bill Management
Premium Services: Online account access, regular reviews, performance reports, quarterly newsletters, investment alerts, investment research reports
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