Our Services
Retirement Planning
- Retirement Goal Setting
- IRA Contributions
- Cash Flow Analysis
- RMD and Withdrawal Strategies
- Roth Conversions
- Social Security Analysis
- Annuity and Pension Analysis
Investment Planning
- Review of Portfolio Positions
- Asset Allocation
- Withdrawal Strategies
- Stock Concentration
- Account Consolidation
- Monitor Outside Accounts such as 401(k) etc
Tax Planning
- Tax Sensitive Investing
- Review Realized and Unrealized Gains
- Review Cost Basis
- Tax Loss Harvesting
- Potential Roth Conversions
- Tax Return Review
Trust & Estate Planning
- Minimize Estate Taxes
- Analyze Trust Needs
- Analyze stepped up cost-basis for highly appreciated assets
Assistance to Others
- 529 College Savings Plans
- Gifting
- Charitable Giving with Qualified Charitable Distributions (QCDs)
- Charitable Giving of appreciated assets