Our Services.

Tax Planning

Tax Preparation Analysis                   

Tax Return Review                                

Tax Withholding Strategy

Tax Asset Location Planning

Tax Efficient Investment Strategies                                  

Year-end Capital Gain Projection                    

Capital Gain/Loss Harvesting                          

Donor Advised Funds Evaluation                    

Roth Conversion Evaluation                              

1031 Exchange Evaluation                                 

Philanthropic Planning     

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Education and College Planning

Education Funding & Investment Strategy 

FAFSA Evaluation & Support         

Cash Flow and Savings

Cash Management or Budgeting                    

Savings Analysis & Strategy             

Estate Panning

Evaluate Business Succession Plan

Business Valuation Services                             

Evaluate estate planning attorney & fit                          

Evaluate federal & state tax liability                                

Evaluate estate planning documents                             

Evaluate account titling & beneficiaries    

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Debt Management

Mortgage Analysis

Federal Student Loan Analysis                        

Lending Product Evaluation & Consultation               

HECM & Reverse Mortgage Evaluation

Loan Payoff Evaluation                       

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Retirement Planning

Employer Sponsor Retirement Plan Strategy

Asset Withdrawal Strategy                                  

Annuity Withdrawal Strategy                             

Pension Optimization                         

Social Security Optimization                            

Required Minimum Distribution Evaluation                   

Risk Management

Life Needs Analysis & Insurance Planning

Disability Needs Analysis & Insurance Planning       

LTC Needs Analysis & Insurance Planning 

Property & Casualty Insurance Planning    

Cybersecurity & Credit Planning

Employer Benefits Planning            

Investment Management

Equity Comp & Incentive Stock Analysis    

Investment Risk Analysis                  

Asset Allocation Strategy                  

Asset Location Strategy                     

Annuity Analysis and Strategy

Real Estate Analysis and Tax Planning

Alternative Investment Strategy     

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