Financial Advice and Planning

Most financial advisors manage your investments – we take it several steps further with honest financial advice and comprehensive financial planning.

Cash management
  • Personal Financial Statements

  • Cash Flow Management

  • Debt Management/Analysis

  • Emergency Fund

  • Buying vs. Renting

  • Mortgage Planning/Analysis

  • Tax Reduction/Management Techniques

  • Characteristics and Income Taxation of Business Entities

  • Tax Consequences of Property Transactions

  • Tax Implications of Special Circumstances

  • Charitable/Philanthropic contributions and deductions

  • Education Needs Analysis

  • Education Savings Vehicles

  • Financial Aid

  • Gift/income Tax Strategies

  • Education Financing

  • Insurance Needs Analysis

  • Analysis and Evaluation of Risk Exposures

  • Health Insurance and Health Care Cost Management

  • Disability Income Insurance

  • Long-term Care Insurance

  • Annuities

  • Life Insurance

Retirement & investments
  • Retirement Needs Analysis

  • Social Security and Medicare

  • Types of Investment Risk

  • Asset Allocation and Portfolio Diversification

  • Portfolio Development and Analysis

  • Distribution Rules and Taxation

  • Retirement Income and Distribution Strategies

  • Characteristics, Uses and Taxation of Investment Vehicles

Estate planning
  • Strategies to transfer property

  • Estate Planning Documents

  • Gift and Estate Tax Compliance and Tax Calculation

  • Sources for Estate Liquidity

  • Types, features, and taxation of trusts

  • Marital Deduction

Am I taking the right amount of risk in my investments?
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