Investment Management
- Security Concentration Strategies
- Stock Option Exercise Strategies
- Alternative Investment Management Strategies
Tax Planning
- Tax Avoidance Strategies
- Asset Sale Tax Strategies
- Tax-Efficient Investing
- IRA Distribution Planning
Retirement / Cash Flow Modeling
- Detailed Personal Cash Flow Modeling
- Retirement Feasibility Analysis
- Pension Maximization Strategies
- Post-Retirement Capital Sufficiency Analysis
Transition Planning
- Alternative Employment Analysis & Negotiation
- Parenting Parents & Managing Sibling Interaction
- Comprehensive Estate Settlement Guidance Services
- Alzheimer’s & Terminal Illness Consulting
Estate Design
- Helping Families Clarify Values
- Existing Estate Plan Review
- Estate Tax Elimination/Reduction
- Family Gifting Strategies
Risk Management
- Investment Portfolio Risk Analysis
- Disability Analysis
- Long Term Care Analysis
- Life Insurance Analysis
Philanthropic Planning
- Help Clients Define Charitable Intent
- Develop Written Philanthropic Philosophy
- Estate Tax Elimination through Philanthropy
- Planned Giving Strategies