Investment Planning
Portfolio Management & Risk Analysis
Asset Allocation & Diversification
Concentrated Stock Analysis
Asset Location
Investment Risk Control Strategy
Portfolio Stress-Testing
Retirement Planning
Retirement Goal Setting
Social Security Analysis
Business Planning
IRA Contributions & Conversions
401(k) Management & Employer-Sponsored Plans
Annuities & Pensions
RMDs & Withdrawal Strategies
Estate Planning Strategies
Discuss Wills
Discuss Powers of Attorney
Discuss Living Wills
Discuss Health Care Proxies
Charitable Giving
Donor Advised Funds
Trust Planning
Tax Efficient Strategies
Review of Cost Basis
Review Realized Gains
Carry Forward Losses
Tax Loss Harvesting
Deductions & Credits
Potential Roth Conversions
HSAs & FSAs
Risk Management & Insurance
Review of Existing Policies
Life Insurance Needs
Long Term Care Insurance
Disability Insurance
Discuss Health Insurance
Review Homeowners & Renters Insurance
Review Liability Coverage
Cash Flow & Budgeting
Cash Flow Analysis
Expenses & Budgeting
Debt Management
Planned Purchases
Emergency Savings
Securities Based Lending
Margin
Family Wealth Planning Services
College Savings Planning
529 College Savings Plans
Roth IRAs for Children
Gifting
Eldercare Planning
Legacy Planning
Divorce & Widowhood Services
Coordination with CPA & Attorney***
Coordinate collaborative meetings
Review of legacy documents and tax returns
Implement tax-efficient investing strategies