financial planning services
Financial Planning Services are delivered on the fundamental belief that financial decisions based on a comprehensive, integrated wealth management strategy are far superior to those made on a one-off or piecemeal basis. We have extensive experience in helping wealthy families align their wealth management strategy with their personal goals.
These highly customized services are quoted on an hourly-fee basis to accommodate each client’s unique needs. The marrick wealth menu of services may be selected on an “a la carte” basis and includes:
investment planning
- Evaluate current net worth
- Analyze investment risk and diversification
- Perform asset allocation analysis
- Develop investment strategies and implementation plan
income tax planning
- Prepare income tax projections and review tax withholdings
- Coordinate with investment and stock option exercise strategies
- Determine year-end planning strategies
cash flow & debt planning
- Prepare short and long-term cash flow plans to maintain lifestyle and achieve specific goals
- Discuss current needs and address funding goals
retirement planning
- Prepare Monte Carlo retirement cash flow analysis
- Determine retirement income needs and review resources
- Coordinate funding needs with investment strategy
compensation & employee benefits planning
- Assistance with compensation planning, including deferral decisions
- Pension/Qualified plan and nonqualified plan analysis
- Stock Option Review and Exercise Strategies
insurance review
- Review existing insurance policies (life, homeowner’s, disability, property & casualty, etc.)
- Analyze insurance needs in context of overall financial plan
- Provide recommendations and coordinate insurance coverage
estate plan review
- Review current estate plan
- Discuss objectives and possible alternative strategies
- Coordinate revisions with estate planning attorney
other services
- Education funding
- Charitable gift planning
