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Retirement Planning

  • Review income distribution plan
  • Assess current and long-term cash flow needs
  • Utilize Capital Sufficiency Analysis to determine sustainability of spending and address variables in process
  • Evaluate life insurance needs and coverages
  • Review survivor cash flow and disability plans

Tax Planning

  • Potentially lower your taxes
  • Review current and future income tax liability
  • Educate, advise, and implement strategies to minimize income tax exposure
  • Review withholding and estimated tax analysis

Estate Planning

  • Explore long-term care
  • Review family objectives, goals, and concerns
  • Evaluate existing testamentary documents
  • Provide specific tax-savings recommendations
  • Examine tax-effective wealth transfer strategies
  • Coordinate drafting and execution of estate planning documents with assistance from licensed estate attorneys
  • Review estate tax balance sheet and estate distribution flowcharts
  • Analyze cash flow projections for surviving family members
  • Coordinate asset ownership and beneficiary designations

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