Our Services

Retirement Planning

  • Retirement Goal Setting
  • IRA Contributions
  • Cash Flow Analysis
  • RMD and Withdrawal Strategies
  • Roth Conversions
  • Social Security Analysis
  • Annuity and Pension Analysis

Investment Planning

  • Review of Portfolio Positions
  • Asset Allocation
  • Withdrawal Strategies
  • Stock Concentration
  • Account Consolidation
  • Monitor Outside Accounts such as 401(k) etc

Tax Planning

  • Tax Sensitive Investing
  • Review Realized and Unrealized Gains
  • Review Cost Basis
  • Tax Loss Harvesting
  • Potential Roth Conversions
  • Tax Return Review

Trust & Estate Planning

  • Minimize Estate Taxes
  • Analyze Trust Needs
  • Analyze stepped up cost-basis for highly appreciated assets

Assistance to Others

  • 529 College Savings Plans
  • Gifting
  • Charitable Giving with Qualified Charitable Distributions (QCDs)
  • Charitable Giving of appreciated assets