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Personal Services

Education Planning

  • Projections of college expenses
  • Funding strategies
  • Gifting
  • Estate Planning

Tax Minimization

  • Family survivor income
  • Liquidity sufficiency
  • Property titling and ownership planning
  • Survivor asset management
  • Estate distribution planning
  • Trust planning and administration
  • Charitable/Philanthropic strategies
  • Fringe Benefit Planning

Contingency Planning for Disability

  • Minimizing dependence on company benefits
  • Utilization of company saving plans
  • Investment Planning

Goal & Strategy Determination

  • Asset diversification
  • Risk-Reward analysis
  • Performance Monitoring
  • Retirement Planning

Pension Maximization

  • Retirement timing
  • 10 year cash flow projections
  • Determination of income and capital need
  • Capital accumulation
  • Tax Planning

Maximizing Deductions

  • Tax-advantaged investments
  • Tax reduction strategies
  • Proper utilization of tax law changes