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Our Solutions

Financial Planning

Planning beyond your portfolio

Ongoing financial planning on-demand, when you need it

Retirement & Investment Planning

  • Establish goals
  • Real estate analysis
  • Social Security analysis
  • 401(k)/IRA contributions
  • Roth conversions
  • Employee benefits optimization
  • Annuities and pensions
  • Withdrawal strategies
  • Education planning
  • Direct access to Investment Management Dashboard
  • Direct access to Financial Planning Tools

Tax Planning

  • Tax-sensitive investing
  • Tax return reviews
  • Loss carry forward review
  • Deductions and credits
  • Roth conversions
  • HSA & FSA review
  • Tax-loss harvesting
  • Cost basis tracking
  • Small business entity selection
  • CPA coordination 

Cash Flow & Debt Management

  • Personal income statement review
  • Savings analysis
  • Budget analysis
  • Debt management
  • Student loans
  • Large purchase preparation
  • Emergency funds
  • Direct access to expense tracking and budgeting tools

Estate Planning

  • Estate document review
  • Beneficiary designations
  • Asset titling
  • Estate taxation
  • Charitable giving
  • Gifting strategies
  • Trust recommendations
  • Education planning
  • Estate attorney coordination 

Insurance & Risk Management

  • Policy reviews
  • Life insurance analysis
  • Long-term care analysis
  • Disability insurance analysis
  • Health insurance review
  • Property & causality review
  • Umbrella protection
  • Emergency funds
  • Annuity considerations
  • Insurance agent coordination