Itemized Wealth Solutions
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
- UGMA/UTMA
- 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.
