The Scope of What We Do We Are Able to Assist in the Following Areas: Financial Planning - It All Begins Here Initial Comprehensive Financial PlanContinuous Updating of the PlanOngoing Advice and GuidanceIncome Tax Planning (in collaboration with your CPA)Estate Transfer Planning (in collaboration with your attorney)Discussion on the Do's and Don'ts of TrustsPhilanthropic Development and ImplementationAsset Protection & Bloodline Protection Planning for Parents and ChildrenDiscussion on the merits and drawbacks of Family Limited PartnershipsFamily Governance DevelopmentNon-Liquid Asset Management GuidanceReal Property, etc.Long-Term Care PlanningFor a non-exhaustive list of planning items to consider, please click here Planning Beyond Taxes. Investments - A Non-Exhaustive List Certificates of Deposit (CDs)Bonds (Treasury, Corporate, Municipal)Common Stock (Both US and International)Preferred StockETFs and Mutual FundsInvestment Structure Discussion (active/passive)Traditional and ROTH IRAsSEP and SIMPLE IRAsSeparately Managed AccountsInvestment Manager Search & SelectionInvestment Manager Evaluation & MeasurementVariable Annuities529 PlansOptions (covered call writing, hedging, etc.)Includes ongoing oversight and evaluation of investments and investment managers. Tactical adjustment and re-balancing of asset allocation is also included. For our thoughts on the 2017 Tax Law changes, please click here 2017 Tax Law Thoughts. Family Dynamics and Meetings Family Meetings - Where the Business of Family HappensCommunicating the Plan with the FamilyPreparing Heirs to LeadEmpowering MomFamily Governance PlanningFamily Wealth Education Insurance - Sometimes It Actually Is Necessary Life InsuranceTo Provide a Death Benefit for SurvivorsFor a Company to use in a Buy-Sell ArrangementFor a Family to Use in Estate PlanningFor Retirement IncomeLong-Term-Care InsuranceMonthly premium policiesOne-time pay, refundable premium policiesFor our thoughts on security and privacy issues please click here Security and Privacy. May We Be of Service? Name Email Phone Message Thank you! Oops!