Advance Tax Planning
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Annual tax projections via Partnership
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Estimated tax and withholding management
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Roth conversion analysis and management
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Business owner planning
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Business Succession Planning
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Tax minimization strategies
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Tax-wise charitable giving strategies
Insurance and Risk Management Planning:
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Disability insurance needs analysis
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Health insurance/Medicare planning
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Life insurance needs analysis
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Long-term-care needs analysis
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Ongoing policy management
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P&C policy review
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Capital gains tax planning
Investment Management:
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Institutional-class fund implementation
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Performance monitoring and reporting
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Portfolio management and optimization
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Portfolio rebalancing
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Tax-loss harvesting
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Tax-efficiency planning for investments
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Cash flow reconciliation
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Debt management
Legacy Planning:
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Collaboration with estate attorney and client
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Continuation of the Family financial plan through generations
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Execution of asset alignment instructions
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Referral to estate attorney
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Implementation of Wealth transfer planning strategies
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Revocable and Irrevocable Trust – audit
Retirement Planning
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Pension analysis and maximization
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Retirement goal and expense modeling
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Retirement plan stress testing
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Retirement projections
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Social Security maximization
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Stock option strategies
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Tax-efficient distribution strategies