Our Services
This section details our service model and highlights some of the most important areas in our process. Below is a list of some of the specific tools we use to meet our clients' financial goals and needs:
- Asset and liability tracking
- Cash flow management and budgeting
- Investment portfolio selection and rebalancing
- Behavioral coaching and counseling
- Lifetime gifting strategies
- Charitable planning
- Roth IRAs
- 401(k) rollovers
- Estate planning strategies
- Review of wills and ancillary documents
- Survivor needs analysis
- Planning for long-term care needs
- Disability needs analysis
- Tax planning
- Financial independence analysis
- Education planning, including 529 plans