Personal Financial Planning
Investment Analysis and Planning
Analysis of Will and Trust Documents
Projections for Retirement Planning
Educational Strategies for Family Members
Recommendations for Estate Planning Opportunities
Cash Flow Management
Efficient Coordination with Other Professionals (CPA, Attorneys, etc…)
Periodical Review and Implementation
Investment Advisory Services
Asset Allocation Modeling
Recommendations for Investment Diversification
Recommendations for Specific Investments
Search and Selection of Investment Managers
Risk and Return Analysis
Implementation and Review of Recommendations
State of the Art Technology
Investment Manager Databases
Client Portfolio Management (Individual and Institutional)
Investment Advisory Services through LPL Financial. A Registered Investment Advisor.
Retirement and Distribution Planning
Projection for Retirement Planning and Wealth Accumulation
Development of Asset Allocation Strategy
Recommendations for Specific Investments
Risk and Return Analysis
Income and Tax Management
Annual Performance Monitoring and Evaluation
401(k), Pension Rollover Information
Estate and Legacy Planning
Analysis of Will and Trust Documents
Discussion of Asset Distribution Desires
Insurance Review
Asset Ownership Review
Asset Valuation
Recommendations of Planning Alternative to Ensure Asset Distribution
Minimization of Estate Settlement Cost
Implementation of Plan Recommendation and Periodic Reviews