FINANCIAL PLANNING SERVICES
Financial Planning is the cornerstone of our business. It is a collaborative process that maximizes a client's potential for meeting life goals through financial advice. The financial advice integrates relevant elements of your personal and financial circumstances, which then create outputs or a roadmap on how to best get to where you want to go, while considering alternatives for choices made and not made. Below is an outline of services we perform, each engagement is modified to meet the client's needs for the best outcome:
Standard Private Wealth Services
- Budgeting and Cash Flow
- Benefits Review
- Protection Review
- Basic Tax Planning
- Investment Review & Planning (Tax Deferred accounts included)
- Debt Review
- Basic Estate Planning
- Retirement & Education Planning
Premium Private Wealth Services (Standard Services included)
- Dependency Care Planning for more than 2 Individuals (elderly included)
- Advanced Estate Planning
- Including but not limited to: Family Planning, Divorce, Carrying for Parents, Multigenerational, Charitable Giving, etc.
- Business Planning for For-Profit and Non-Profits
- Including but not limited to: Financial Statement Analysis, Startup and Exit Planning, Employee Benefits Review, Key-employee and Executive Retention strategies, etc.
- Stock Compensation Plan Analysis: Restricted Stock, ISOs, NQSOs, and ESPPs
- Valuation Services
- Real Estate Investment Review
Concierge Private Wealth Services (Standard Services included)
- Coordination with your Tax Professional and Attorney(s)
- Additional family members involved
- Private Investment Analysis
- Premier Contact/ Service
Institutional Wealth Services
- Foundations and Endowments
- Pension Plans
- 401(k), 457 and 403(b) Plans
- Financial Wellness
- Family Office