OUR SERVICES
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Services for Individuals
Independent, Objective Portfolio Analysis
Asset Allocation Review
Long Term Care Cost Benefit Analysis
Estate Tax Reduction & Financial Legacy Review
Beneficiary Review
Asset-Cycle Portfolio System® Retirement Income Roadmap
Income Tax Reduction Analysis
Social Security Maximization Analysis
Pension Maximization Analysis
Income Replacement Needs Assessment
Multi-Generational Qualified Disbursement Review
Roth IRA Conversion Report & Analysis
In-Force Life Insurance Audit
Services for Companies
401(k) Maximization Three Way Analysis
Costs & Fees Benchmarking
Current plan investment review
Fiduciary liability review
Tax Reduction & Minimization Planning
Defined Contribution Plan Analysis
Combination Plan options
Fully Insured Defined Benefit Plans
Death/Disability Ramification Study
Post-Retirement Health Plan
Supplemental Retirement Income Plan
Executive Bonus Plans
Succession & Financial Estate Planning
ESOP Exit Strategy
Estate Tax Minimization