Financial Planning

Retirement Plans

• Net Worth Statement
• Cash Flow Analysis
• Accumulation Strategies
• Income Distribution Strategies
• Education Planning
• Insurance Planning
• Tax Planning
• Estate Planning
• Medicaid Planning

• 401(K)
• 403(B)
• 457
• Multiple Employer Plans (MEP)
• Simple IRA
• SEP IRA
• Individual 401(K)
• Non-Qualified
• ESOP

Investment Advisory

Fiduciary Consulting

• Non-Retirement (Individual, Joint, UTMA, Trusts)
  
• Retirement (Deductible IRA, Non-Deductible IRA, Rollover IRA, Roth IRA)
  
• UTMA/UGMA
  
• Education (Coverdell, 529)
  
• Trusts (Revocable, Irrevocable)
  
• Emergency Account Management
  
• Business Cash Management
  

• Plan selection and design
  
• Request for Proposal (RFP) development and assessment
  
• Investment Committee development, guidance and education
  
• Comprehensive plan governance and oversight
  
• Target Date Fund selection and analysis
  
• Comprehensive fee analysis
  
• Quarterly reporting
  

Insurance Strategies

• Income Protection
  
• Asset Protection
  
• Estate Tax Minimization
  
• Legacy Planning
  
• Employer-Sponsored Group Benefits
  
• Buy/Sell Agreements
  
• Key Man Protection