Our Services

Investment Management

  • Highly Tax-Efficient
  • 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