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Our Services

We offer tailored financial services along with investment management solutions to help you achieve your unique financial goals.

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    • Tactical Investment Management
    • Fiduciary Resource
    • Asset Allocation (Across Household)
    • Employer Sponsored (401(k)/403(b)) Analysis
    • Selection of Low Cost and Diversified Securities
    • Qualified Account Implementation (401(k), Profit Sharing, SEP IRA, etc.)
    • Company Stock Option Optimization
    • Trust Planning Services
    • Social Security Analysis
    • Medicare Surcharge Planning
    • Guaranteed Income Stream Strategies
    • Fixed and Discretionary Budget Creation
    • Gift Strategies and Legacy Planning
    • Long-term Health Care Planning
    • Tax Loss Harvesting
    • Asset Location (Across Household)
    • Tax Diversification
    • Tax Bracket Management during Retirement
    • Tax Minimization Planning (Accumulation and Distribution)
    • Retirement Planning
    • College Planning
    • Life, Disability and Long-term Care Insurance Planning
    • Employer Benefits Guidance
    • Fixed and Discretionary Budget Creation
    • Major Purchase Guidance and Analysis
    • Asset Protection Planning
    • Financial Decision Affirmation (Home, Budget, Lifestyle, Private Equity Investments, etc.)
    • Backdoor Roth IRA Implementation
    • Roth Conversion Analysis
    • Retirement Income and Distribution Management
    • Review of Estate Planning Documents
    • Employer Benefits Guidance During Open Enrollment
    • Professional Consultation with Attorney
    • Professional Consultation with CPA
    • Discussion with Children or Parents about Generational Planning Needs

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