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Comprehensive
Financial Planning
• Pre-/post-retirement planning
• Personal/net worth review and update(s)
• Estate planning review
• Business succession planning
• Income-tax and cash-flow analysis
• Long-term care analysis
Portfolio Management
• Fee-based portfolio management
• Asset allocation review
• Tax-advantaged investments and annuities
Estate Planning & Trust Services
• Revocable trusts
• Grantor annuity trusts and grantor unit trusts
• Irrevocable life insurance trusts
• Charitable remainder and charitable lead trusts
Lending
Services
• Creative lending/financial solutions for businesses
• Mortgages/home-equity lines
• Personal credit needs |
Services
For Businesses
• Retirement plans and study
• Investment advice on proceeds from sale of business
• Key person life insurance
Retirement Plan Services
• Self-Directed IRAs (Traditional, Roth, and Roth conversion
analysis)
• Simplified employee pensions and Keogh plans
• Simple plans for small businesses
• 401(k), 403(b), pension, and profit sharing plans
• Assistance in reviewing employee choices for 401(k) funding
as well as asset-allocation advice
• Planning for lump-sum and periodic distributions
Comprehensive Asset Management
• Money market with check writing
• Access online/advanced technology
• Visa debit cards
• Private credit line (based on marginable securities)
• Automatic bill payment
• Direct deposit
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