As a client you have access to our full range of services.
Everything is integrated and customized to you and your family’s specific situation. We help you fit all the pieces together, so nothing is missed and your financial life is organized, optimized, and efficient.
Our services are tailored to each client. However, in addition to the above we provide advice and guidance on employee/executive compensation (incentive stock options, RSUs, deferred comp, concentrated stock positions), retirement cash-flow planning (timing and sourcing of withdrawals), RMD management, limiting the overall tax drag on your portfolio. We utilize asset location, tax-loss harvesting, asset allocation, and other strategies to manage your wealth. This all leads to significant tax savings, increased portfolio efficiency, and an overall peace of mind from knowing everything is in order.
Due to the complexity of our planning this private client offering is best designed for individuals and families with over $2,000,000 of investable assets. We are also only able to take on a specific number of clients at one time. If we are too busy at the time you contact us, we will let you know, in which case we have a waiting list. We are currently taking on new clients.
List of Services
Cash Flow Planning
Health Care Planning
Legacy & Estate Planning
Volatility & Risk Planning
Tax Loss Harvesting
Comprehensive Withdrawal Strategy
Employee Incentive Pay - RSUs, ISOs, etc.
Concentrated Stock Positions
Deferred Compensation Plans
Total Portfolio Mgmt including 401(k) plans
Social Security & Pension Income Planning
Self-Directed 401(k) Management