• Set financial goals & develop investment portfolio
  

• 5 year cash flow and savings projection

• Review retirement account contributions

• Evaluate employer retirement plans

• Elect employee benefits & evaluate supplemental coverage needs

Everything from Starter package plus:

• Investment portfolio analysis, strategy, and recommendations

• Investment portfolio analysis, strategy, and recommendations

• Stock options strategy and stock plan optimization (Employee Stock Purchase Plan, Restricted Stock Units, Incentive Stock Options, Non-Qualified Stock Options.)

• Debt strategy for mortgage, student loans, auto loans, etc.

• Traditional versus ROTH contribution analysis

• Education and college funding

• Insurance planning (Life, Disability, Long-term care)

• Assistance with major purchases (i.e. home buying help)

• Review custodial account contributions

Everything from Essentials package plus:

• Alternative investment strategy (private equity, venture capital, non-traded real estate)

• Tax-qualified investment consideration (exchange funds, qualified opportunity zones, deferred annuities, etc.)

• Retirement income forecasting and planning

• Concentrated stock strategies & liquidation (10b5-1 planning)

• Estate planning review - updating documents and beneficiaries as needed

• Budget analysis (spending by category, spending history, budget establishment)

• Roth IRA Conversion analysis

• Annual gifting & charitable giving

Contact us if you’d like to discuss getting advice on a specific topic or if you feel that one of the packages described does not apply to you.