Financial Analysis

• Financial Goals
• Budgeting (Spending Planning)
• Net Worth Analysis
• Education Funding Planning
• Personal Records Organization
• Cash Management
• Charitable Donations
  

Tax Planning

• Sale of Primary and Vacation Homes
• Sale of Investment Properties
• Capital Gains
• Pension and Profit Sharing Plans
• Charitable Donations

• Wills
• Trusts
• Selection of Trustees
• Tax Reduction Strategies
• Preservation and Distribution Strategies
• Annual Gifting Program
• Charitable Donations
• Living Trusts and Other Advanced Planning

• Retirement Goals Identification
• Retirement Plan Development and Review
• Target Rate of Return Determination
• Plan Distributions
• Lump Sum Distribution Analysis
• Lifestyle Changes
• Future Income, Expenses, Taxes, and Inflation
• Social Security

• Life Insurance
• Disability Insurance
• Health and Long Term Care Insurance
• Home Owner's Insurance
• Automobile Insurance
• Umbrella Liability Insurance

• Investment Goals Identification
• Risk Tolerance Determination
• Diversification, Performance and Tax Implications
• Ongoing Investment Management
• Quarterly Portfolio Updates and Performance Reports
• Year-End Tax Reports
• Transaction History and Cost Basis Tracking