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Service List

For Individuals

  • Wealth Management
  • Traditional and Alternative Investments
  • Goal-based Portfolio Design
  • Income Continuation Strategies
  • IRA, Roth IRA, College Funding, Etc
  • Tax Planning for Individuals and Businesses
  • Managing Corporate Retirement Plans
  • Asset Risk Management Implementation
  • 401K Alternatives
  • Medicare and Social Security Pre- Planning
  • Lifestyle and Legacy Blueprint
  • Estate Planning
  • Life Insurance
  • Retirement Income Planning
  • Budget Coaching
  • Rollovers (401K, 403-b, 457, IRA, Keogh, etc.)
  • Disability Income Protection
  • Long Term Care Pre-need Planning
  • Education Funding (529, etc.)
  • Family Legacy Planning
  • Family "Life Coaching"
  • Education to “Prepare Heirs” for Receiving
  • Stewarding Inheritance

For Businesses

  • Management of 401-K, Profit Sharing Plans
  • Exit Strategies – Succession Plan
  • Business Structure Advisor
  • Informational Workshop for Employees