What's Included In A Comprehensive Plan?

Tax Planning

Assistance to Loved Ones

Insurance Planning

Retirement Planning

Estate Planning

Investment Planning

Tax Sensitive Investing


Review of Existing Policies

Retirement Goal Setting


Review of Portfolio Positions

Review of Cost-Basis

College Planning

Life Insurance Needs Analysis

Social Security Analysis

Power of Attorney

Asset Allocations

Review Realized Gains

Caring for Elderly

Long Term Care Insurance Analysis

Cash Flow Analysis

Living Will

Time Horizon Planning

Carry Forward Losses

529 College Savings Plan

Disability Insurance Analysis

IRA Contributions and Roth Conversions

Health Care Proxy

Withdrawal Strategies

Tax Loss Harvesting

Roth IRA's for Children

Health Insurance Review

Review of Employer Sponsored Plans


Account Aggregation

Deductions and Credits


Homeowner's or Renter's Insurance Review

Annuities and Pensions

Irrevocable LIfe Insurance Trusts

Monitoring of Outside Accounts

Potential Roth Conversions

Establishing Trusts

Liability Coverage

RMD's and Withdrawal Strategies

Estate Taxes

Investment Policy Statement

Health Savings and Flex Spending Accounts


Health Savings Accounts

Self-Employed Plans

Guardians for Minor Children

Stock Concentration

Tax Return Review


Medicare Advice

Bucket List Items



... and so much more!