How can we help you?
Family wealth management services
• Develop custom wealth plan
• Review current investment allocation and provide investment management services
• Education planning services; 529 Plans, Custodial Accounts
• Insurance review and solutions; Life insurance and Long-term Care
Retirement planning services
• Management of retirement investment portfolios
• Develop, review and adjust long-term retirement plan annually
• Develop and review sustainable cash flow plan during retirement
• Social security strategies
• Review and consultation on 401k, 403b, 457, and TSP employer retirement plans
• Retirement plan rollovers
• Required minimum distributions
Trust services
• Provide trust solutions
• Provide professional trustee services
• Management of trust investment portfolios
Foundation and endowment wealth management services
• Management of foundation and endowment investment portfolios
• Investment policy statement
• Sustainable withdraw strategies
Tax considerations, estate and legacy planning services
• Gifting and wealth transfer strategies
• Consultation with your attorney on estate planning issues
• Consultation with your accountant on tax issues
• Tax efficient portfolio management
• Charitable giving
Business owner services
• Investment services for retirement plans
• Employer sponsored plans; 401ks, 403bs, and SIMPLE IRA plans
• Consultation services on business valuation and succession planning
• Employee educational seminars
Administration and reporting services
• Annual review meetings, periodic phone call and email updates
• WebEx and zoom conference services available for virtual meetings
• Monthly statements and annual tax reports
• Online access for reviewing portfolios, online bill pay and research
• Electronic funds transfer for income cash flow
• Coordinate and review all financial documents
