Goal Planning
- Explore and clarify your personal and financial goals
- Quantify and prioritize goals and strategic choices
Cash & Debt Management
- Analyze cash inflows and outflows
- Assess current assets and liabilities
- Design custom cash-management plans
Taxes
- Project future tax liabilities for planning
- Track cost basis of taxable investments
- Coordinate financial data with tax preparers
Capital Needs
- Establish funding needs for living expenses, retirement, education and other costs
- Test "what if" scenarios to analyze goals and funding strategies.
Investments
- Review existing investments
- Assess risk preferences
- Recommend custom asset allocation
- Select investment managers
- Monitor and report investment performance
Corporate & Small Business Benefits
- Review stock options, deferred compensation, and other benefit plans
- Help establish pension and profit-sharing plans
Risk Management
- Assess personal liability exposures
- Review existing life, disability, long-term-care and property/ casualty policies
- Recommend specialists to help purchase new policies
Estate Planning
- Review existing estate plan
- Develop estate planning recommendations
- Assist with trust administration (see Personal Trust Services)
Charitable Giving
- Develop formal giving plan
- Research potential recipients and create selection process
- Identify potential charitable structures
- Administer gifts
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