Services
Financial Planning Services
Investment Advice
- Personalized investment advice based on your risk tolerance, tax bracket, and cashflow needs
- Dynamic, tactical asset allocation models
- Most portfolios use low-cost index funds
Tax Planning
- Forward-looking, multi-year tax strategies
- Tax planning integration with:
- Investment management
- Estate planning
- Retirement planning
- College savings
- Charitable giving
Cashflow & Budgeting
- Cashflow analysis
- Debt optimization
- What-If analysis
- Expense optimization
- Retirement cashflow planning
Estate Planning
- Will review
- Trust planning
- Gifting and charitable contribution strategies
Savings Strategies
- Savings rate analysis
- Retirement savings planning
- College savings planning
Risk Management
- Home and casualty insurance review
- Life and disability insurance planning
- Health insurance and employee benefit review
- Long-term care planning
Three Service Tiers
Invest
- Personalized investment plan
- Tactical asset allocation monthly updates
- Year-round support
- Billed monthly
Invest Plus
- Everything in the INVEST plan
- Comprehensive financial plan with ongoing updates
- Year-round financial advice:
- Tax
- Investments
- Retirement/College
- Estate
- Risk Management
- Cashflow
- On demand meetings and ad hoc topics
- Billed monthly
Custom Project
- Project-based outputs selected by the client
- Hourly or project-based billing
