Individuals
- Financial planning; goal setting, income, spending, and saving plans (budgeting).
- Investment management
- In-house (Charles Schwab or Interactive Brokers) and/or outsourced or referred
- Liaison and interface with all (including any existing) investment advisors and comprehensive investment analysis
- Insurance sourcing and management
- Property
- Life
- Long-Term Care
- Disability
- Health(independent) and Medicare
- Tax planning/strategy and liaison with existing or referred CPAs for tax return preparation
- Estate planning financial execution and liaison with existing or referred attorneys
- Real estate strategy/property accounting
- Financial/tax modeling/analysis
- Property insurance
- Property manager liaison
- Custom insurance solutions execution (PPLI Private Placement Life Insurance/Captives)
- Financial education of current and future generations.
- Charitable giving plan advice and development (donor advised funds/endowment creation)
- Family payroll services and management
Families
- Guidance/communication between spouses with differing money values
- Oversight/guidance/bill pay on aging parents, children, disabled family members
