Financial Services
Financial Services
Asset Allocation/Management
- Professional Asset Management
- Diversification Analysis
- Risk Tolerance Analysis
- Major Purchase Planning Strategies
Estate Planning
- Forecasting Current Estate Plan
- Family Limited Partnerships/LLC
- Trust/Gifting Strategies
- Net Worth Calculation
Stock Option/Shares Planning
- Tax Minimization
- Diversification/Mitigation of Risk
- Hedging Strategies
Education Savings Strategies
- Needs Analysis
- Recommendations and advice regarding 529 Plans, Coverdell Education Accounts, State Tuition Plans, UGMA, UTMA and Trusts
Retirement Planning
- Forecasting Current plan and offering advice on possible improvements
- Assistance understanding and working with your employer’s retirement plan
- Retirement Planning Strategies
Insurance Planning/Risk Management
- Needs Analysis (Life, Disability, Health, Long-term Care)
- Estate Planning
- Insurance as an investment
- Variable and Immediate Annuity Analysis
Tax Planning Strategies/Compliance
(service provided by Bancroft Buckley Johnston & Serres LLP)
- How to use the most current tax law to your advantage
- Foreign Tax Planning
- Tax Compliance