SPECIALTIES

Tax & Financial Planning

Our 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.

FINANCIAL PLANNING SERVICES

These highly customized services may include the following:

    • Evaluate current net worth

    • Analyze investment risk and diversification

    • Perform asset allocation analysis

    • Develop investment strategies and implementation plan

    • Prepare income tax projections and review tax withholdings

    • Coordinate with investment and stock option exercise strategies

    • Determine year-end planning strategies

    • Prepare short and long-term cash flow plans to maintain lifestyle and achieve specific goals

    • Discuss current needs and address funding goals

    • Assistance with compensation planning, including deferral decisions

    • Pension/Qualified plan and nonqualified plan analysis

    • Stock Option Review and Exercise Strategies

    • Prepare Monte Carlo retirement cash flow analysis

    • Determine retirement income needs and review resources

    • Coordinate funding needs with investment strategy

    • 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


    • Review current estate plan

    • Discuss objectives and possible alternative strategies

    • Coordinate revisions with estate planning attorney

    • Education funding

    • Charitable gift planning

SPECIALTIES

Other Services

Investment Management

Customized investment management with a fee-only financial advisor

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