Financial Services

What do we offer?
  • Our Financial and Legal Services
    • Investment Planning
      • Review of Portfolio
        • Asset Allocation
          • Time Horizon
            • Withdrawal Strategies
              • Investment Policy Statements
                • Stock Concentration
                  • Review Investments Held Outside of the Firm
    • Estate Planning and Charitable Giving
      • Wills
        • Power of Attorney
          • Living Wills
            • Health Care Proxy
              • Trusts
                • Irrevocable Life Insurance Trusts
                  • Estate Taxes
                    • Guardians for Minor Children
                      • Charitable Giving
    • Retirement Planning
      • Retirement Goal Setting
        • Social Security and Medicare
          • Business Planning
            • IRA Contributions and Conversions
              • Employer-Sponsored Plans and 401(k)'s
                • Annuities and Pensions
                  • RMD's and Withdrawal Strategies
                    • Self-Employed Retirement Plans
    • Risk Management and Insurance
      • Review of Existing Policies
        • Life Insurance Needs
          • Long Term Care Insurance
            • Disability Insurance
              • Health Insurance
                • Homeowner's or Renter's Insurance
                  • Liability Coverage
    • Cash Flow and Budget
      • Income Sources
        • Expenses and Budgeting
          • Debt Management
            • One-Time Expenses
              • Planned Large Expenses
                • Emergency Funding
                  • Dollar Cost Averaging
                    • Mortgage Review
                      • Lines of Credit
    • Assistance to Loved Ones
      • Gifitng
        • Education Planning
          • Caring for the Elderly
            • 529 College Savings Plan
              • Roth IRA's for Children
                • UGMA/UTMA
    • Income Tax Planning
      • Review of Cost-Basis
        • Review of Realized Gains
          • Carry Forward Losses
            • Tax Loss Harvesting
              • Deductions and Credits
                • Potential Roth Conversions
                  • Health Savings and Flexible Spending Accounts