Services | Individuals & Families

Comprehensive Financial Planning

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Investment Management

  • Portfolio Analysis & Managements
  • Securities Brokerage Services
  • Institutional Managed Accounts
  • Passive Investments
  • Tax Efficient Strategies
  • Environmental & Socially Conscious Investments (ESG Funds)

Executive Compensation Strategies

  • Stock Option Exercises
  • Concentrated Stock Position Diversification
  • Deferred Compensation Planning and Investment

Retirement Planning

  • Qualified Plans: IRA, 401k, Roth IRA, etc.
  • Company Plan Rollovers
  • Retirement Income Distribution Solutions
  • Pension Maximization
  • Social Security Optimization
  • Medicare/Health Insurance Coordination

Estate Planning

  • Wealth Transfer and Preservation
  • Coordination of Estate Plan with Legal Counsel (Titling, Wills, Trusts, and Directives)
  • Charitable Giving Strategies
  • Multi Generation Planning
  • Special Needs Planning

Risk Management

  • Insurance Needs & Cost Analysis
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Premium Financing

Tax Strategy

  • Tax Review
  • Income Tax Projection
  • Managing Gains/Losses

Education Planning

  • 529 College Savings Plan
  • Pre-paid College Savings Plan
  • Custodial Accounts