As a client you have access to our full range of services.
There are many aspects of life that have a direct impact on your goals and dreams and those should be reflected in your plan. Through our unique approach to life planning your plan is tailored to your specific needs and integrates these different aspects.
To highlight a few, we provide guidance on employee/executive compensation (incentive stock options and non-qualified stock options, restricted stock units, deferred compensation, and concentrated stock positions), retirement cash-flow planning (timing and sourcing of withdrawals). We utilize asset location strategies, performing tax loss harvesting, are cognizant of when and how to take capital gains. We build a strategic withdrawal strategy tailored to you, which focuses on limiting the tax drag on your portfolio. Ultimately leaving more available to you during retirement and your beneficiaries. See our full list services below.
Our private client service offering is best designed for individuals and families with over $2,000,000 of investable assets. Due to the comprehensive nature of this offering we intentionally limit the number of households we serve so we can be dedicated to you and your families needs. If we do not have the availability at the time you contact us, we will let you know, in which case we have a waiting list. At the moment, we are taking on new clients.
List of Services
Cash Flow Planning
Legacy & Estate Planning
Volatility & Risk Planning
Health Care Planning
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