Services

For investors already working with an advisor(s) who seek an unbiased second opinion:

Review Covers:

• Goals and Objectives
• Risk Tolerance
• Asset Allocation
• Portfolio Review

For investors who desire to manage their own assets, but seek ongoing planning and investment advice:

Quarterly Reviews cover:

Planning disciplines

• Retirement Planning
• Tax Minimization Strategies
• Risk (Insurance) Management

Investment Management

• Goals and Objectives
• Risk Tolerance
• Asset Allocation
• Portfolio Performance

For investors seeking full-service management:

Advanced Disciplines:

• Business Transition Planning
• Executive compensation
  • Deferred Compensation
  • Stock Options
  • Concentrated Equity Positions
• Charitable Giving Tax Strategies

Planning Disciplines

• Retirement Planning
• Tax Minimization Strategies
• Risk (Insurance) Management
• Estate Planning
• Wealth distribution Strategies
• Education Funding Strategies
• Survivor Needs
  

Investment Management

• Goals and Objectives
• Risk Tolerance
• Asset Allocation
• Portfolio Performance
• Net-Worth Analysis
• Cash-Flow Analysis