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