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Products and Services

We provide assistance in the following areas:

Financial Planning

  • Financial Independence/Retirement Planning
  • College Funding
  • Survivor Planning
  • Tax Reduction Strategies
  • Efficient Frontier
  • Monte Carlo simulation
  • Social Security Benefits
  • Traditional IRAs
  • SEP IRAs
  • SIMPLE IRAs
  • Defined Contribution Retirement Plans
    • 401ks
    • 403bs
    • Profit Sharing Plans
    • Money Purchase Plans
    • New Comparability Plans
  • ESOPs
  • Defined Benefit Retirement Plans
  • Non-Qualified Deferred Comp Plans
  • Stretch IRA strategies

Personal Risk Management

  • Life Insurance
  • Disability Income Insurance
  • Traditional Long Term Care Insurance
  • Hybrid Life/Long Term Care Insurance

Estate Planning

  • Distribution Objectives
  • Asset Flow at Death
  • Wills and Trusts strategies
  • Revocable Living Trusts
  • Statutory POA
  • Medical POA
  • Directive to Physicians
  • Credit Shelter Trusts
  • Marital Trusts
  • Basis Step-up
  • Annual Exclusion Gifts
  • Lifetime Gifts
  • Gift Tax
  • Estate Tax
  • Generation Skipping Transfer Tax
  • IRD Taxation
  • Irrevocable Life Insurance Trusts
  • Spousal Lifetime Access Trusts
  • Grantor Retained Annuity Trusts
  • Business Acquisition Trusts
  • Qualified Personal Residence Trusts
  • Qualified Domestic Trusts
  • Intentionally Defective Grantor Trusts
  • Dynasty Trusts
  • Family Limited Partnerships
  • Zero Estate Tax Planning

Charitable Planning

  • Charitable Deductions
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Donor Advised Funds
  • Charitable Gift Annuities
  • Private Foundations

Business Owner Planning

  • Cross-Purchase Buy-Sell
  • Entity Purchase Buy-Sell
  • Wait and See Buy-Sell
  • Third Party Buyout
  • Sale to Intentionally Defective Grantor Trusts
  • Self-Cancelling Installment Notes
  • Recapitalization
  • Asset Valuation
  • Section 6166
  • Stock Redemption
  • Children in Business
  • Qualified Subchapter S Trusts
  • Electing Small Business Trusts
  • Highly Compensated Employees
  • Key Employees
  • Employee Benefits
  • Retirement Plans