Individual Services
Before you hire a financial advisor, know what they can do for you. We’re different than most. We believe that to properly advise you, we must be holistic and thoroughly cross-trained with a deep bench of knowledge in many areas. To that end and to your financial success, we do a lot. You don’t have to worry if your investment advisors know what your tax situation looks like – we cover it all in one place to help you make informed, objective decisions.
Menu for Individuals, Couples, Families and Friends
- Retirement & Financial Planning Issues
- Planning for Rollovers & Transfers
- Planning for Full Retirement
- Planning for Partial Retirement
- Retirement Income Planning
- Financial Planning & Consulting
- College Planning & Education Funding
- Charitable Giving & Planning
- Modifying and Updating Financial Plans
- Periodic Financial Plan Reviews
- Retirement Counseling
- Social Security Optimization
- Medicaid Protection
- Financial Statements & Analyses
- Major Purchase & Lease Decisions
- Optimizing Employee Benefits
- Insurance & Risk Management
- Assessment and Implementation of Risk Management Plan
- ♦ Life
- ♦ Health/Medicare/Dental
- ♦ Disability
- ♦ Long Term Care
- ♦ Homeowners/Auto/Other
- ♦ Personal Liability
- ♦ Business
- ♦ Impaired Risk
- Coordination with your Insurance Agency
- Estate Planning & Wealth Preservation
- Design and Attorney Coordination for
- ♦ Last Will & Testament
- ♦ Revocable & Irrevocable Trusts
- ♦ Powers of Attorney & Guardianship
- ♦ Medicaid Protection Arrangements
- ♦ Living Wills & Health Care Proxies
- Estate Tax Planning & Preparation
- Estate Distribution Planning
- Probate Avoidance
- Trust Administration & Management
- Charitable Bequest Planning
- Legacy Planning
- Survivor Assistance for Spouse/Children
- Re-registration of Assets
- Funeral Home & Vendor Negotiation
- Tax Planning & Preparation
- Personal Tax Preparation (50 states)
- Estate, Gift & Trust Tax Preparation (50 states)
- Fiduciary Tax Preparation (50 states)
- Forward Tax Planning
- Tax Projections
- Regressive/Forensic Tax Analysis
- Amended Tax Preparation
- Federal & State Tax Audit Representation
- Power of Attorney
- Tax-Deferred Exchanges (1031 & 1035)
- Tax Withholding Analysis
- Delinquent Tax Preparation (50 states)
- Second Opinion Service (SOS)
(Free to friends of existing clients)
- Debt & Liability Issues
- Assessment and Management of Liability Issues
- ♦ Short-term Debt
- ♦ Long-term Debt
- ♦ Bad Debt
- ♦ Business Debt
- ♦ Mortgage Debt
- ♦ Tax Obligations
- Improving & Maintaining Your Credit Score
- Goal Setting for Debt Reduction
- Budget Planning
- Lender Communication
- Inclusive Life Planning Issues
- Life Planning & Life Coaching
- True Wealth™ Planning & Life Coaching
- Annual Life Plan Review
- Legal Documents
- Eldercare and Long Term Care Planning
- Asset Preservation
- Divorce Planning & Prevention
- Forensic Accounting & Discovery
- Litigation & Mediation Support
- Divorce Settlement Analysis
- Post-Divorce Optimization
- Marital Launch Consultations
(Free to children of existing clients) - Second Opinion Service (SOS)
(Free to friends of existing clients)
- Special Situations
- Planning for Disabled Individuals
- Special Needs Planning
- Asset Preservation