Range of Services

Financial Planning

• Asset Allocation Review
• Client Financial Statements
• Cash Flow Analysis
• Income Tax Planning
• Educational Cost Analysis
• Insurance Needs & Policy Analysis
• Estate Plan Analysis
• Rent vs. Own
• Buy vs. Lease
• Business Succession Planning

Qualified Accounts

• IRA
• Roth IRA
• SIMPLE IRA
• SEPs
• 401(k)
• 403(b) Plan – Catch up provision rules
• Profit Sharing Plans
• Defined Benefit Plans – Pension
• Maximization Analysis

Advisory Accounts

• Mutual Fund Wrap Accounts
• Separately Managed Accounts
• Active & Passive Strategies