• Planning for new couples merging finances.
  • Planning for the addition of new children to a family.
  • Planning for the care and of a parent or loved one.
  • Creation and analysis of divorce settlement proposals.
  • 529 College Savings Plan Advising.
  • Alternative Funding/Loan Options Evaluation.
  • Savings Needs Analysis.
  • Estate Planning/Wills/Trusts Management and Review.
  • Beneficiary Designation Counseling.
  • Inheritance Management and Planning.
  • Risk Management Review.
  • Tax Planning and Tax Return Review.
  • Property Tax Counseling.
  • Located in the office of an income tax preparation professional (no affiliation or financial interest in the CPA firm and vice versa).
  • Business Management Succession Planning.
  • Business Start-Up Advising.
  • Employment/Partnership Contract Review and Negotiation.
  • Pension/Profit-Sharing Plan Design and Advising.
  • Benefit Program Advising and Evaluation.
  • 401K Advising, Rollover and Monitoring.
  • Career/Job Change Analysis.
  • Stock Option Evaluation and Strategies.
  • Employee Benefit Evaluation.
  • Disability Income Needs and Policy Evaluation.
  • Health Insurance Policy Evaluation.
  • Home and Property Purchase or Sale Evaluation.
  • Life Insurance Needs and Policy Analysis.
  • Long Term Care Needs and Policy Analysis.
  • Property and Casualty Policy Review.
  • IRA Distribution Analysis.
  • Lump Sum/Annuity Comparison for Retirement.
  • Pension Annuitization and Maximization Alternatives.
  • Retirement Income/RMD Analysis.
  • Retirement Package Review.
  • Retirement Goals, Transition and Relocation.
  • Retirement Plans for Individuals/Businesses.
  • Retirement Plan Rollover Advising.
  • Roth IRA vs. Traditional IRA Analysis.
  • Social Security Counseling.
  • Asset Allocation, Reallocation, and Rebalancing.
  • Investment Portfolio Analysis and Management.