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