Tax Planning
Opportunistic Tax Strategies
Review IRS form 1040
Identify Tax Deductible opportunities
Roth Conversion planning
Tax Loss Harvesting
Medicare IRMAA Planning
Asset location recommendations
Beneficiary IRA distribution planning
Charitable Giving Strategies
Holistic Financial Planning
Foundation
Identify goals & purpose
Gather all financial information
Aggregation and document storage with eMoney®
Analysis
Conduct a thorough and detailed analysis
Compare multiple scenarios for best possible outcome
Compose plan for review
Plan Review & Implementation
Review Recommendations
Retirement income analysis and funding strategies
Social Security Optimization
401(k) and plan benefits review
Risk and insurance analysis
Implement Recommendations and discuss client and advisor responsibilities & expectations
Coordinate with CPA and Attorney
Review plan periodically and adjust plan recommendation as goals and needs evolve
Personalized Wealth Management
The Complete Picture
Includes Tax Planning Services
Includes Financial Planning Services
Portfolio minimum $500,000
Determine your Risk Number® for portfolio optimization
0 commissions
0 transaction & trading fees
Access to diversified investment options at institutional pricing
Fiduciary duty to put your interest ahead of ours
