Planning Areas
With an impressive array of experts in place, we have the breadth and depth of knowledge to address all your financial needs — Estate, Tax, Education, Investment, Retirement, Insurance, Small Business, Student Loan, Mortgage, and Asset Protection planning. We even address details such as tracking credit card points, monitoring your credit card score, and creating a financial filing system!
Here is just a partial list of our financial planning agenda items:
Tax Planning
3 yrs prior Tax Return Analysis, Audit Flags Review, Home and Business Deductions, Recordkeeping Review, Optimized Tax-Deferral Strategies, Gain/Loss Harvesting
Retirement Planning
401k Rollovers, Backdoor Roth IRAs, RMDs, Account Liquidation Preference, Reverse Mortgages
Insurance Planning
Life, Disability, Health, Auto, Home, Umbrella, Commercial, Malpractice, Workers Comp Insurance Coverages and Premium Review
Estate Planning
Wills, Health Care Directives, Social Security, Medicare, Estate and Inheritance Tax Planning, Trusts, Asset Titling
Education Planning
529 Plans, Prepaid Tuition Plans, FAFSA and Scholarship Grant Applications, Education Tax Credits
Investment Planning
Morningstar Analysis for Risk/Return and Asset Allocation, Stock Options and Covered Calls, Deferred Compensation, Alerts, Principal Protection
Asset Protection
Family Limited Partnerships, LLCs, Offshore Trusts, Homestead Allowance,
Community Property Retitling
Small Business Planning
Exit Strategies, Buy-Sell Agreements, Insurance Review, Recordkeeping,
Business Plan and Funding, Solo 401k, SEP IRA, and Retirement Plan setup
Miscellaneous
Auto Financing, Big-Ticket Purchases, Divorce Planning, Budgeting, Debt Management, Employment Contract and Benefits Review