Investment Management

1. In-house and/or outsourced or referred.
2. Liaison and interface with all (including any existing) investment advisors and comprehensive analysis.
3. In-house custodians with Charles Schwab or Interactive Brokers.
   1. Account types:
      1. Taxable individual, joint, trusts.
      2. Qualified IRA, Roth, and SEPs.
      3. 529/Education Plans.
      4. Donor advised funds.

Planning and Organization

• Financial Goals and Investment Objectives
• Asset Allocation
• Life Timing Issues
  • Retirement Planning
  • Retirement Investment Distribution Planning
  • Pre-Marriage Asset Strategies
  • Post-Divorce Planning
  • Education Savings Plans
  • Risk Management Insurance Review
  • Estate Planning
  • Disability or Health Issue Strategies
  • Challenged Adult Children or Sibling Assistance
  • Aging Parent Financial Consultation and Assistance

Execution

• Maximum Tax Minimization
• Lifestyle Management
• Creative and custom strategies

Analysis and Continuance

• Risk Management
• Rebalancing of investments
• Performance measurement and reporting on all investments