Areas of Specialization
WEALTH MANAGEMENT
Complete Portfolio Analysis:
- Safety, Performance, Efficiency, Low Expenses + Tax Minimization
- Consolidate + Simplify Accounts
- Manage Portfolio Risk
- Diversify Assets According to Goals
- Choose Investments + Portfolio Managers/Funds
- Perform On-going Due Diligence
- Easy-To-Read Gain/Loss Reporting
- Integrate Data for Clients’ Other Financial Advisors (Attorneys, CPAs)
FINANCIAL PLANNING (Available to Wealth Management Clients Only)
- Articulate + Quantify Your Life Goals
- Focus on Tax Elimination + Efficiency
- Project Future Net Worth
- Address Legacy Issues
- Maintain Comprehensive Net Worth Statements
- Enforce Cash Flow Management Accountability
- Optimize After-Tax Retirement Income
- Assess Financial Transition Matters – Change of Life Situations
- Ensure Professional Advisors are Moving in the Same Direction — Yours
ASSET PROTECTION
- Complete Life, Disability + Long Term Care Insurance Analysis
- Placement of Best Products for You
- Pre-Estate Planning Counseling, Saving Time + Money Before Meeting with Your Attorney
- Evaluate Best Strategies for Estate Tax Elimination or Savings