Investment
Management
Investment Management
Our Investment Management services include:
- Participant 401(k) and 403(b) management
- Active & Passive investment strategies
- Alternative investments
- Annuities
- Pension consulting
- Portfolio construction
- Strategic/Tactical investment management
- Tax-advantaged investments*
- Tax-loss harvesting*
- Tax & cost basis reporting*
- Workplace plan consulting
*The financial advisor analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.
Financial
Planning
Financial Planning
Our Financial Planning services include:
- Asset allocation review of complete portfolio
- Comprehensive insurance planning
- Custom risk tolerance assessment
- Education planning and funding
- Estate planning services
- Income distribution strategies
- Net worth statement and projections
- Online account access
- Consolidation
- Retirement needs analysis and strategy modeling
- Tax planning *
*The financial advisor analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.
Protection & Estate
Planning
Protection & Estate Planning
Our Protection & Estate Planning services include:
- Charitable gifting strategies
- Coordination with CPAs & estate attorneys
- Corporate-owned life insurance
- Estate analysis and tax projections*
- Estate tax reduction*
- Life insurance in retirement planning
- Multi-generational wealth creation
- Trust-owned life insurance
*The financial advisor analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.
Business
Planning
Business Planning
Our Business Planning services include:
- Business owner disability and business overhead protection
- Business owner succession strategies
- Business valuation services
- Buy-sell and key man planning
- Employee Benefits:
- Disability insurance
- Health insurance
- Workplace education
- Executive compensation planning:
- Concentrated portfolios
- Deferred compensation
- Stock options
- Retirement plan management:
- 401(k)
- 403(b)
- Defined benefit
What Are Your Biggest Financial Concerns? We May Be Able To Help.