Broker Check

Itemized Wealth Solutions

Retirement Planning

  • Retirement Goals Discovery, Analysis, Projections, and Planning (free retire happy eBook)
  • Retirement Plans Education and Analysis
  • Retirement Plan Options and Contribution Strategy
  • 401(k) Plan Options Review
  • Sustainable Distribution Strategies
  • RMD or 72t Calculation and Analysis
  • Social Security Strategies and Planning (free Social Security eBook)
  • Health Care and/or Medicare Planning
  • ESOP, ESPP, and Pension Consultation

Investment Planning / Intelligent Portfolio Design

  • Product and Portfolio Selection and Design
  • Risk Tolerance Education and Analysis
  • Innovative Risk Mitigation Strategies 
  • Behavioral Finance Impact and Strategic Advice
  • Asset Evaluation
  • Inheritance and Family Wealth Transfer Planning

Insurance Planning

  • Insurance Education
  • Detailed Policy Analysis
  • Needs Planning including but not limited to Life Insurance, Long Term Care, Disability, and Medicare/Medicare Supplements

Estate Planning

  • Estate Planning Strategies
  • Legal Document Considerations
  • Beneficiary Designation Audit and Planning
  • Family Wealth Briefing
  • Charitable Giving
  • Wealth Transfer

Education Planning

  • Education Planning and Funding Strategies
  • 529
  • Education Savings Accounts

Tax Planning

  • Income Tax Review and Planning Strategies
  • Tax Efficient Investing
  • HSA/Flex Spending

Personal Financial Planning

  • Income Planning Strategies, Cash Flow, Budget Analysis
  • 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

Business Financial Solutions

  • Retirement Plan Analysis, Implementation, and Oversight (401k and Profit-Sharing Plans)
  • Small Business Retirement Plans (UniK, SEP, SIMPLE)
  • Business Succession Planning
  • Key Man Coverages
  • Deferred Compensation Plans

Strategize and Monitor:

  • Access to me and my team for periodic question or need.
  • Client Reviews
  • Consolidated Performance Reporting and Portfolio Review
  • Personalized Communication
  • Timely research and updates on market and economic trends
  • Facilitate Family Wealth Meetings
  • Act as a liaison to your other professional advisors.