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Products & Services

Financial planning fees are by the hour, by the project, or on a retainer based on annual income. An asset management fee is a percentage of assets under management. Based on the project, financial planning may be included as part of the fee.

For individuals, current financial concerns and objectives are reviewed and defined, then strategies are suggested to accomplish the agreed-upon goals. This process usually involves some or all of the following steps:

  • Establishment of Short and Long Term Goals
  • Review of Current Budget and Cash Flow
  • Calculation of Net Worth
  • Investment and Portfolio Management & Asset Allocation
  • Review of Existing Insurance Coverage/Employee Benefits
  • Tax Planning Strategies
  • Education Funding Analysis
  • Charitable Gifting
  • Retirement Planning
  • Estate Planning Recommendations for U.S Citizens, and Non-Citizens

For corporations and the self-employed, the firm can assist in the set-up, design, and management of:

  • Retirement Plans – SEP, SIMPLE, HR-10, Standard Pension & Profit Sharing plans
  • Risk management & Insurance Strategies
  • Salary continuation, Deferred Compensation & Disability Planning
  • Retirement Funding Strategies
  • Qualified & Non-Qualified Retirement Planning
  • Buy/Sell & Equity Purchase Agreements
  • Executive Compensation Planning
  • Employee Benefits Planning