Investment Planning
Investment Analysis Review – Reviewing current Investment portfolio’s designed to identify gaps in current investment models and opportunities to implement. Review Equity and Fixed Income allocations
IRA’s – Assist in taking advantage of Individual retirement accounts offering tax advantages for retirement savings.
Roth IRA’s – Assist in taking advantage of Tax Free retirement accounts for Retirement savings.
College Funding Strategies – 529’s – Take advantage of tax efficient college savings accounts along with FAFSA education.
Managed Accounts – Offering accounts providing ongoing advice and heightened oversight to provide for predictable results over time. Utilizing top money managers and investment knowledge to bear on client portfolios.
IRA Rollovers – Analysis to determine if rolling Retirement accounts into individual IRA’s would be of benefit based on current offerings, and potential offerings available.
Distribution Strategies – Helping create a liquidation schedule to maximize income while considering market risk, inflation risk, interest rate risk, and longevity risk.
Simple IRA’s, SEP IRA’s, 401K’s – Assist companies to utilize qualified plans to garner tax efficient savings for business owners as well as employees. Helps assist in attracting and retaining quality employees.