Individual Solutions

Estate Planning

  • Pre and Post Death Transition Plan
  • Wills and Trusts
    Revocable Living Trust
    Family Limited Partnerships
    Irrevocable Life Insurance Trust
  • Guardianship of Children
  • Durable Power of Attorney
  • Titling of Assets

Investment Management

  • Asset Allocation Analysis
  • Diversification Mix
  • Risk Management
  • Minimize Taxation
  • Consolidated Reporting

College Funding

  • 529 Plans
  • Education IRA
  • UTMA / UGMA Account

Retirement Planning

  • Retirement Income Analysis
  • 401k Rollover
  • Stretch IRA
  • IRA and Roth IRA
  • Annuities
  • Timing of Distribution
  • Amount of Distribution
  • Beneficiary Designation
  • 72-T Early IRA Withdraw Provision

Protection and Insurance Planning

  • Life Insurance
    Variable Universal Life
    Term Life
    Whole Life
    Survivorship Life
  • Short and Long-Term Disability Insurance
  • Long-Term Care Insurance
  • Medical Insurance
  • Short-Term Medical Insurance
  • Dental and Vision Insurance
  • Medical Savings Accounts
 
 

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