Let’s put the Kickstand
up and get moving on
your financial future.
We have the expertise to handle your needs.
Some of our services include:
- Retirement projections—forward-looking “what if” scenarios
- Create a plan to retire, and stay comfortably retired
- Social Security claiming strategies
- Pension election strategies (joint vs single life, lump-sum vs monthly income)
- Medicare and healthcare strategies for early retirement
- Generating income from your investments
- Tax minimization strategies
- Build a portfolio to make sure you are not paying unnecessary taxes
- Annual review of your income tax returns to look for any missed opportunities
- Tax-efficient distribution methods for retirement income
- Roth conversions and Required Minimum Distribution (RMD) strategies
- Wills, Trusts, Power of Attorney
- Revocable and Irrevocable Trusts
- Charitable giving strategies
- Probate vs non-probate assets
- Review of beneficiary designations, Transfer on Death
- Gift tax planning
- Tax minimization strategies for gift, death, and inheritance taxes
- Personalized portfolio construction
- Asset Allocation – risk vs reward
- Investing for growth, income, and downside protection
- Rebalancing to stay in line with long-term goals
- Proactive adjustments based on our market outlook
- Access to countless investment options, pre-screened by our team
- Life Insurance—Term and Permanent
- Income Replacement/Disability
- Long Term Care Insurance
- Umbrella Liability Insurance
- Business continuation planning
- Valuation analysis to buy or sell a business
- Buy-Sell Agreements
- Specialty insurance for business owners
- Construction of a roadmap for your success
- Advice regarding real estate (residence or investment property)
- Advice regarding closely held private stock, stock options, Employee Stock Plan, Etc.
- Coaching and accountability to keep your plan on track