Our Services

Retirement/Compensation Planning

• Financial Independence Evaluation
• Risk/Return Requirements
• Long Term Cash Flow Analysis
• Income Deferral/Acceleration
• IRA/SEP/KEOGH funding
• Pension Lump Sum Analysis
• Social Security Issues
• Stock Option Planning

Risk Management

•Medical Coverage
•Life Insurance Sufficiency
•Life Insurance Policy Appropriateness
•Life Insurance Ownership
•Homeowners Requirements/Information
•Personal Excess Liability Policy

Estate Planning

•Wills & Ancillary Documents
•Beneficiary Designations
•Asset Ownership/Title
•Gifting Strategies
•Family Partnerships
•Education Funding
•Valuation Practices
•Entity Financial Planning
•Generation Skipping Allocation

Business Planning

•Choice of Entity
•Capital Requirements
•Best Practices/Benchmarking
•Real Estate Management
•Sales/Use Tax Filings

Income Tax Planning

•Marginal Tax Analysis
•IRS Resolution
•IRS/State Filings & Resolutions
•Estimated Tax Payments
•Capital Gain Optimization
•Charitable Planning
•IRA & Trust Distributions

Investment Planning

•Quantification of Investment Objectives
•Statement of Investment Policy
•Asset Allocation
•Short-Term and Long-Term Liquidity Planning
•Periodic Performance Evaluation using Benchmarks

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