Services

Consulting and Financial Planning Services

Our investment process and the resulting Wealth Management Plan are designed for the specific circumstances of each client and will incorporate the following services:

 General Financial Planning

• Investment Portfolio Management

• Strategic Asset Allocation to manage portfolio risk

• Retirement Planning Analysis

• Life Insurance Analysis, Evaluation and Recommendation

 Estate Legacy Planning

• Strategies to help minimize inheritance taxes

• Coordination with client's key professionals for other plans

• Analytical development of Business Succession Planning and Buy/Sell Agreements

• Strategies regarding family wealth transfer between generations

• Clarity regarding philanthropic strategies

 Executive and Physician Services

• Asset Protection Planning to help lower the risk of claimants and creditors

• Low Cost Basis Stock Strategies to help increase income and reduce capital gains taxes

• Cashless Stock Option Exercise services for corporate executives and insiders

• Retirement Income Analysis

 Corporate Services

• Deferred Compensation programs for senior management

• 401(k) retirement plan services

• Corporate Cash Management increasing yield and liquidity

• Corporate Portfolio Management

• Corporate Asset and Liability Matching