Additional Services

Holistic financial planning is the umbrella under which we provide many customized retirement, tax, and estate planning engagements. Our services to our clients to provide an in depth look at their financial standing and to better help them reach their full potential. Below are some of our additional services that our firm provides to create a remarkable experience with our team:

• Budget Review
• Charitable Giving Strategies
• Generational Wealth Transfer Strategies
• Creating Income Streams
• Investment Portfolio Review
• Real Estate Acquisition and Divestiture
• Distribution Planning Review
• Family Meeting with Parents, Children or other Relatives
• Home, Auto & Umbrella Insurance Review
• Life, Disability & LTC Insurance Review
• Mortgage & Equity Line Review
• RMD Planning
• Roundtable Meeting with Team of Advisors
• Social Security Analysis

• Tax Planning/Investment Funding/Contributions
• Financial Planning
• Student Loan Analysis
• Short Term & Long Term Goal Planning
• Retirement Accounting Funding Strategies
• Business Merger & Acquisition Consulting
• Mortgage Payoff Schedules
• Introductions to other professional service providers (Bankers, CPAs, Attorneys)
• Portfolio Management (Dividend Growth Strategies, Balanced Strategies, etc.)
• Retirement Plan Creation/Funding/Service
• Document Vault Creation
• Account Aggregation