Itemized Wealth Solutions
Foundational Wealth Planning
- Net Worth Analysis
- Income Planning Strategies, Cash Flow, Budget Analysis
- Retirement Readiness Assessment
- Planning for Major Life Changes: Marriage, Children, Employment, Education, Divorce, Death, Disability, Inheritance, or Monetary Windfall
- Planned Large Expenses
- Mortgage, or Real Estate Purchase Discussion and Guidance
- Employee Benefits Review
- Debt Elimination Strategies
Retirement Planning
- Retirement Goals Discovery, Analysis, Projections, and Planning
- Retirement Plans Education and Analysis
- Retirement Plan Options and Contribution Strategy
- Multiple Strategies Stress Testing
- 401(k) Plan Options Review
- Sustainable Distribution Strategies
- RMD or 72t Calculation and Analysis
- Social Security Optimization
- Health Care and/or Medicare Planning
- ESOP, ESPP, and Pension Consultation
Investment Planning / Intelligent Portfolio Design
- Product and Portfolio Selection and Design
- Christian Values Based Portfolios
- Risk Profiling and Return Objective Alignment
- Innovative Risk Mitigation Strategies
- Behavioral Finance Impact and Strategic Advice
- Asset Evaluation
- Inheritance and Family Wealth Transfer Planning
- Non-traditional Solutions: alternatives, buffered products, annuities
Estate & Legacy Planning
- Encourage Estate Creation
- Will, Trust, and Ancillary Document Design
- Legal Document Considerations
- Beneficiary Designation Audit and Planning
- Facilitate Family Legacy Meetings
- Financial Organization
- Charitable Giving Planning such as Charitable Trusts, Donor Advised Funds, and Family Giving Plans
- Wealth Transfer Planning
- Trustee Designation and Facilitation
Business Financial Solutions
- Retirement Plan Analysis, Implementation, and Oversight (401k and Profit-Sharing Plans)
- Small Business Retirement Plans (UniK, SEP, SIMPLE)
- Promote Business Continuity with Succession & Exit Planning Strategies
- Buy/sell Agreements and Funding Solutions
- Deferred Compensation Plans
- Executive Compensation Solutions
- Consider Key People and Potential Need to Insure
Professional Collaboration
- Cultivated Professional Strategic Partnerships Availability
- Integrated planning with CPA’s, Attorneys, and Bankers
- Communication Across Fiduciary and Trustee Relationships
- Strategic Guidance During Transitions and Liquidity Events
- Act as a Liaison to Your Other Professional Advisors