Services We Offer

Plan for the best.

Live your best life ever.

Our unique strategies will

light the way.

Planning Services

• Investment Planning

  • Investment Review of current allocation 

  • Proposed asset allocation - don’t put all your eggs in one basket 

  • Review of current portfolio 

  • Proposed portfolio

  • Investment Policy Statement
     

• Retirement Planning

  • Retirement Needs analysis – Will I have enough money to last my retirement?

  • Retirement Asset projections

  • Retirement Plan Analysis

  • 401(k) Asset allocation

  • IRA/Roth IRA analysis

  • Simple/SEP/Keogh analysis

  • Monte Carlo Analysis
     

• Risk Management -  Insurance Planning

  • Life insurance analysis

  • Disability analysis

  • Home, Auto & Health analysis

  • Long-term Care analysis

  • Key-person policy (key-man policy)

  • Buy-Sell Agreements

  • Business over-head
     

• Income Tax Analysis

• Estate Planning Analysis 

• Wealth Transfer

• Education Planning Analysis 

• Inheritance Planning

• Liquidity Event

• Windfall Planning

• Small Business Planning

• Succession Planning

• Client Portal Access

• Custom Financial Planning

• Securely Digitize & Destroy Paper Documents

• Coordinating and maximizing the value of your professional advisors 

• Fiduciary standard of care

• Estate Planning focused asset registration

• Asset protection focused asset registration

Investment Services

• Asset Management 

  • Asset Allocation analysis 

  • Portfolio design

  • Rules-based investment monitoring & rebalancing

  • Downside protection focus

  • Fiduciary standard of care

  • Ultra-high net worth asset management expertise
     

• Tax loss harvesting

• Tax gain harvesting

• Risk Management

• Asset Projections

• Cryptocurrency Ownership

• Retirement Accounts

• Education & Custodial Accounts

• Small Business Accounts

• Charitable Giving Accounts

Coaching Services

• Coaching Services 

  • Purpose Development coaching

  • Wealth coaching

  • Career coaching 

  • Mindset development

  • Executive coaching for leadership teams

  • Executive one-on-one coaching

  • Transitional coaching

  • Grief and loss coaching 

All Available Accounts

• Individual Brokerage

• Joint with Rights of Survivorship Accounts

• Joint Tenants by Entirety Accounts

• Traditional IRA

• Roth IRA

• Inherited IRA

• Custodial IRA

• Education Savings Account

• 529 College Savings Plan

• 529 Plan

• Coverdell

• UGMA

• UTMA

• Charitable Giving Account

• Donor-advised funds

• Individual 401(k)

• Simplified Employee Pension – IRA

• SEP-IRA

• SIMPLE IRA

• Defined Benefit Plan

• Cash Balance Plans

• Money Purchase Plan

• Pension Rollover

• Business 401(k)

• Solo 401(k)

• Company Retirement Account

• Trust Accounts

• Estate Accounts

• 401(k) rollovers

• 403(b) plans

• 403(b) rollovers 

• Rollover IRA

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