Investment
Management
- Recommended asset allocation
- Asset location guidance
- Active rebalance
- Low-cost ETF models
- Direct indexing stock strategies
Financial
Planning
- Long-term financial projections
- Retirement income analysis
– Lifestyle funding
– Efficient withdrawal strategies
– Medicare and Social Security - Child education planning
- Cash flow and liquidity optimization
- Insurance analysis
- Large purchase and project funding plan
Tax
Planning
- Active tax loss harvesting
- Tax return review with next year recommendations
- Roth conversion analysis
- Concentrated stock strategies