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Specializing in advanced wealth and tax planning
for the mass affluent and high net worth

3 UNIQUE SERVICES
You won't find at other firms

Tax Planning

Our specialized software fills the tax planning gap that may be traditionally overlooked. We bridge the gap between tax preparation and proactive tax planning.

advanced
income planning

The road to wealth is multiple income streams. We consider thousands of scenarios in order to efficiently maximize your income in a tax proficient manner. We work with you to find the best solution for your needs.

Creative Wealth Consulting

Our hands on expertise of creatively looking at ways to generate wealth opens our clients up to lots of opportunities. For example: business ownership, line of credit strategies, real estate investing, and lots of others.

Comprehensive services

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CASH FLOW

  • Emergency Funding

  • Debt Management

  • Life Transitions & Event Planning

  • Planned Large Expenses

  • Mortgage Review

  • Lines of Credit

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INVESTMENT PLANNING

  • Portfolio Review

  • Asset Allocation

  • Liquidity Analysis

  • Withdrawal Strategies

  • Investment Policy Statement

  • Review Investments Outside of Our Firm

  • Dollar Cost Averaging vs Lump Sum Strategies

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RETIREMENT PLANNING

  • Retirement Goal Setting

  • Social Security and Medicare

  • IRA Contributions & Conversions

  • Employer Sponsored Plans

  • Annuity Liquidation Planning

  • RMD's and Withdrawal Strategies

  • Self-Employed Retirement Plans

  • Potential Roth Conversions

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LEGACY PLANNING

  • End of Life Planning

  • Review Beneficiary Designations

  • Long Term Care Planning

  • College Savings Planning

  • Roth IRA's for Children

  • Gifting

  • Special Needs Family Member

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RISK MANAGEMENT

  • Review Current Life Policies

  • Assess Life Insurance Needs

  • Assess Long Term Care Needs

  • Assess Disability Income Needs

  • Review Home, Auto, and Personal Lines Insurance

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ESTATE PLANNING & CHARITABLE GIVING

  • Power of Attorney

  • Health Care Directives & HIPPA Forms

  • Trusts

  • Guardians for Minor Children

  • Titling Assets Individual/Joint

  • Charitable Giving

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INCOME TAX PLANNING

  • Annual Income Tax Review

  • Review Realized Gains

  • Tax Loss Harvesting

  • Deductions and Credits

  • Health Savings Flexible Spending Accounts

  • Cost Basis Review

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BUSINESS PLANNING

  • Succession Planning

  • Key Person Insurance

  • Executive Bonus Planning

  • Deferred Compensation Planning

  • Qualified Benefit Planning

  • Employee Benefits Planning

  • Assess Workers Comp Commercial Lines Insurance

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