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