Expansive Menu of Wealth Management Strategies
Expansive Menu of Wealth Management Strategies
Investment Planning
- Asset allocation
- Portfolio design
- Diversification strategies
- Alternative investments
- Fixed-income strategies
- Investment policy statement
- Needs assessment
- Monitoring and review
Tax Planning
- Tax-optimized investing
- Charitable planning
- Trust services
- Tax-loss harvesting
- Tax burden reduction
- Estate tax planning
Retirement Planning
- Distribution planning
- IRA contributions and rollovers
- Income projection analysis
- Employer-sponsored plans and 401(k)s
- Social security and Medicare
- Self-employed retirement plans
- Retirement goal setting
Estate Planning
- Tax reduction
- Wealth transfer
- Charitable giving
- Trust services
- Wills
- Irrevocable life insurance trusts
Risk Management
- Life insurance analysis and design
- Long-term care insurance
- Income replacement
- Disability protection
- Creditor protection
- Elder care planning
- Divorce
- Incapacitation and control of assets
Education Planning
- Education savings accounts
- 529 college savings plans
- UGMA/UTMA accounts
- Trust services
Business Planning
- Business succession
- Buy-sell agreements
- Non-qualified retirement plans
- Key employee retention
