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Financial Solutions

Wealth Stewardship

  • Portfolio design and management
  • Brokerage Accounts
  • Traditional and Roth IRAs
  • 529 College Savings Accounts and Educational Savings Accounts
  • SEP IRAs
  • Employer Sponsored Retirement Plans (401(k)s, 403(b)s, Profit Sharing Plans)
  • Deferred Compensation plans
  • Variable, Fixed and Equity Indexed Annuities
  • Common/Preferred Stocks
  • Corporate and Municipal Bonds
  • Structured Products, Unit Investment Trusts and REITs

Wealth Enhancement

  • Retirement Projections and Stress Testing
  • Cash Flow and Goal Planning
  • College Education Planning
  • LGBTQ+ Topics
  • Tax Mitigation Strategies
  • Social Security and Medicare Strategies
  • Post-Divorce Planning

Wealth Protection

  • Disability Income Insurance
  • Whole Life, Index UL, and Term Life Insurance
  • Long-term Care Insurance and Hybrid Policies
  • Medicare Planning Solutions

Wealth Transfer Planning

  • Estate Planning
  • Planning for Incapacity
  • Annual Gifting Strategies
  • Charitable Planned Giving
  • Business Succession
  • Asset Protection Strategies

Charitable Giving

  • Donor Advised Funds
  • Charitable Remainder Trusts
  • Planned Giving Strategies
  • Qualified Charitable Distributions
Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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