Financially Independent


Tax Planning


  • Tax sentitive investing
  • Review of cost basis & gains
  • Executive compensation
  • Tax loss harvesting
  • Business succession planning
  • Potential Roth conversions
  • Health savings & flexible spending cost

Risk Managment & Insurance Planning


  • Medicare advice

Investments


  • Stock concentration

Estate Planning


  • Minimize estate taxes
  • Irrevocable life insurance trusts
  • Charitable giving

Retirement Planning


  • Social security analysis
  • RMD's and withdrawal optimizations strategies

Cash Flow & Budget


  • Review of income sources

Assistance to Loved ones


  • Caring for elderly
  • Gifting