Help define your goals and design a plan to achieve them.
Select investments and monitor on an ongoing basis.
Retirement Plan Optimization
Utilize IRAs, 401(k)s, and other tax-advantaged accounts and instruments, advise on contributions, distributions, and beneficiary designations.
Ensure that you have a will and/or trust, recommend competent professionals, take steps to ensure trusts are properly managed.
Help analyze proposed investments such as real estate and annuities.
Stock Option Planning
Diversify your concentrated stock position with tax efficiency.
Mortgage and Debt Analysis
Provide advice regarding types of mortgages, check whether your interest rate can be reduced and refer to mortgage brokers or lenders.