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Investment Management

  • Withdrawal Strategies
  • Tactical Asset Allocation
  • Pro-Active and Disciplined
  • Offensive vs. Defensive Strategies
  • Tax Efficiency 

Risk Management

  • Special Risk Protection
  • Long-Term Care Planning
  • Life, Health, and Disability Insurance
  • Asset Protection Strategies
  • "Financial Engine" Planning 

Estate Planning

  • Wills and Trusts
  • Special Tax Savings Approaches
  • Gifting Strategies
  • Living Wills and Power of Attorney
  • Legacy Planning: Dynasty Trusts, Philanthropy, Ethical Wills, and Maintaining Values of Generations.

Financial Independence Planning

  • Financial Independence Roadmap
  • Multi-Scenario Planning
  • Tax Planning
  • Cash Flow Planning
  • Live for Today vs. Long-Term
  • Debt Equity Strategies

Education Planning for Children and Grandchildren

  • Create a College Plan by calculating time frame, college choice, contributions, and etc.
  • Explore and Compare College Savings Options
  • Create a Education Savings Account
  • Look into Grants that your family may qualify for.
  • Tax Credits 

Charitable Planning

  • Create a Charitable Planning Checklist
  • Asses Donor Intent
  • Determine length of time for donations.
  • Financial/Estate/Tax Planning Considerations for non-cash asset contributions.
  • Conduct due diligence on the nonprofit organizations you wish to support.

 Comprehensive Financial Planning

 Portfolio Design

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