Educational Approach with Innovative Solutions
Wealth Planning Services
The wealth management process pulls together all your finances and organizes them to help make planning simple and effective. This integration of comprehensive financial planning, investment management and custom estate planning allows you to better understand and manage your wealth. Educated families make better decisions which can lead to greater results.
RETIREMENT PLANNING
Determining goals and objectives
Retirement needs analysis
Social Security and pension planning
Investment income planning and design
Annuity income strategies
INSURANCE & RISK ANALYSIS
Life Insurance needs analysis
Disability Insurance needs analysis
Long-term care needs analysis
Buy / Sell insurance planning
Asset care strategies
INVESTMENT MANAGEMENT
Comprehensive portfolio analysis
Risk tolerance assessment
401k / Retirement plan investment analysis
Concentrated stock strategies
Stock options planning
TAX STRATEGIES
Income Tax Planning
Charitable Trust and Foundation planning
Tax-efficient investing
Tax-loss harvesting
Tax-deferred strategies
ESTATE PLANNING
Estate Planning Document review
Estate Mapping Legacy Design
Trust planning
Estate and gift tax strategies
Multigenerational planning
BUSINESS SOLUTIONS
Retirement plan design
Retirement plan analysis
Business formation planning
Executive compensation strategy
Succession planning
Ready To Talk?
Call (502) 200-5210 or click the button to schedule a time that's convienent for you.