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Retirement Planning

Social Security strategy
401(k) rollovers
Roth IRA conversions
Tax-efficient income + distributions
Pension payout planning
Medicare planning

Investment Management

Portfolio Construction
Retirement Income Strategy
Asset Allocation
Asset Location
Dynamic Tax Loss Harvesting
Asset Protection
Private Equity Exit Planning
Risk Management

Tax Planning

Dividend Management
1031 Exchange Advice
Capital Gains Minimization
Charitable Gifting
HSA / FSA / 529 Plans
Tax Lot Optimization
Multi-year Roth Conversion Strategy
Tax-efficient Distribution Strategy

Real Estate

Market Analysis
Property Valuation
Improvement Analysis
Acquisition + Disposition Strategy
Taxes + 1031 Exchange
Mortgage & Financing Options
Residential Cost Benefit Analysis
Rental Rate Analysis
Property Management

Estate Planning

Will vs Trusts
Legacy Planning
Estate Tax Mitigation
Advising Your Successor Trustee
Advising on Types of Trusts
Trusted Attorney Referrals

Risk Management

Asset Protection
Insurance Review + Optimization
Avoiding Outliving Your Assets
Matching Portfolio to Risk Tolerance
Planning for Potential Risks


Goal Planning
What-if Scenarios
Cash Flow Analysis
College Funding
Tax-free, Tax-deferred, or Taxable Savings


Budgeting for Healthcare Costs
Long-term Care Advice
Medicare Planning
Bridging the Gap to Medicare
Insurance Review

Business Planning

401(k) Management
Liquidity Events
Equity Advice

Private Equity Exits

Tax Strategy
Comparing Payout Structures
Transaction Cost Analysis
Cash Flow

A Centralized Portal

For Your Financial Life
  • Interactive Retirement Planning
  • Tax Efficient Distributions
  • Social Security Optimization
  • Insurance Analysis
  • Loan & Debt Analysis

Tax efficient, customized distribution strategies

To Protect Your Money

Together, we'll create smart strategies that coordinate withdrawals between tax-deferred, taxable and Roth accounts so that you can keep more of the money you worked so hard to save.

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