Services & solutions

  • Customized investment strategies
  • Coordination of Qualified Retirement Plans with your other investments
  • Stock option strategies
  • Insurance Reviews
  • Management of liabilities and liquidity needs
  • Proactive management to make sure your assets are titled and up-to-date
  • Assistance in establishing a durable power of attorney
  • Communication with the executor and trustee to ensure complete understanding of the investment strategy
  • Wealth transfer strategies — gifting to children
  • Charitable giving strategies during your life
  • Selecting and implementing a trust to minimize your estate tax exposure
  • Charitable giving strategies that accomplish your charitable goals at death
  • Services and solutions specific to business owner interests