Investment Management

• Diversification and asset allocation strategy and development

• Investment policy statement preparation

• Selection and oversight of money managers

• Quarterly reports and annual in-person reviews

• Tax-efficient investing

• Regular asset rebalancing of personal and retirement assets

Strategic Planning

• Goals identification

• Consultation on life changes that affect your assets

• Current cash flow management

• Long-term cash flow management

• Severance package analysis and review

• Education funding analysis for children and grandchildren

• Plan for charitable giving

• Post-divorce planning

• Prenuptial and cohabitation agreement consulting

Advisor Coordination

• Employment versus future consulting contracts

• Legal, tax and insurance advisors coordination

• Employer-sponsored retirement plan and pension tracking

• One-stop record keeping

Legacy Planning

• Wealth transfer strategies

• Estate planning from creating the plan all the way through the probate

• Beneficiaries review

• Business transfers