Our Services
Retirement/Compensation Planning
• Financial Independence Evaluation
• Risk/Return Requirements
• Long Term Cash Flow Analysis
• Income Deferral/Acceleration
• IRA/SEP/KEOGH funding
• Pension Lump Sum Analysis
• Social Security Issues
• Stock Option Planning
Risk Management
• Medical Coverage
• Life Insurance Sufficiency
• Life Insurance Policy Appropriateness
• Life Insurance Ownership
• Homeowners Requirements/Information
• Personal Excess Liability Policy
Estate Planning
• Wills & Ancillary Documents
• Beneficiary Designations
• Asset Ownership/Title
• Gifting Strategies
• Family Partnerships
• Education Funding
• Valuation Practices
• Entity Financial Planning
• Generation Skipping Allocation
Business Planning
• Choice of Entity
• Capital Requirements
• Best Practices/Benchmarking
• Real Estate Management
• Sales/Use Tax Filings
Income Tax Planning
• Marginal Tax Analysis
• IRS Resolution
• IRS/State Filings & Resolutions
• Estimated Tax Payments
• Capital Gain Optimization
• Charitable Planning
• IRA & Trust Distributions
Investment Planning
• Quantification of Investment Objectives
• Statement of Investment Policy
• Asset Allocation
• Short-Term and Long-Term Liquidity Planning
• Periodic Performance Evaluation using Benchmarks