OUR SERVICES
Financial resources are the tools to build the life you want to live.
Holistic Financial Life Planning
- Understand your goals, needs, and concerns
- Organize your current accounts and documents in order to determine where you are now
- Determine and discuss advantages and disadvantages of different paths to get you from where you are now to your life goals
- Implement the plan
- Provide financial and emotional support in order to help you stay on track and stick to the plan
- Update as goals, needs, economic environment, and financial situation changes
Planning for Life After Work
- Setup, Implementation, and Management
- Accumulation and Distribution Planning
- Individual Plans: Traditional IRAs & Roth IRAs
- Employer-Sponsored Plans: 401(k), 403(b), 457, & Profit-Sharing Plans
- Self-Employed Plans: SIMPLE IRAs, Solo 401(k), & SEP IRAs
- Tax Considerations and Benefits of Retirement Savings
- Social Security Planning
- Medicare Planning
Planning for the Unexpected
- Emergency Funding
- Life Insurance
- Long-Term Care
- Disability Insurance
Planning for Loved Ones. Organization of:
- Legal Documents
- Beneficiary Review
- Living Trusts
- Wills
- End of Life Issues
Tools & Techniques for All of the Planning
- Low-cost passive and active mutual funds & ETFs
- Asset allocation
- Systematic rebalancing
- Tax-loss harvesting
- Risk-tolerance driven models
Other Services
- Professional Collaboration with your Accountants, CPAs, and Team
- Education Planning
- Debt Management
- Personal Asset Purchase Plan: Vacation Homes, Boats, Motorcycles, etc.
- Corporate Benefits
