Your Personal CFO
- Written financial plan
- Four formal meetings per year-in person and phone conversations(minimum)
- Complete financial assessment
- Prioritize and set financial goals
- Referrals and assistance with CPAs and attorneys
- Assistance with property and casualty insurance
Investment Management
- Regular investment reviews
- Consolidate and simplify accounts
- Review existing 401(k) and IRA
- Online consolidated accounts
Wealth Management
- Retirement income planning
- Estate and charitable planning
- Long term care planning
- Maximizing Social Security
- Insurance planning
Business Services
- Succession and Retirement Planning
- Key Executive Benefits
- Buy-Sell / Key-Person Insurance reviews
- Deferred Compensation
- Exit Strategy Planning
- Business Valuation & Succession
Helping You and Your Family
- Multi-generational legacy planning
- Insurance audit reviews
- Trust services
- Client educational events and seminars
- Beneficiary reviews