Investment Management: For those who want to construct and build durable wealth:

*Ensuring your retirement income will be adequate
*Building an investment portfolio for income
*Incorporating an actively managed investment process
*Developing a plan in the event of major market declines
*Should you buy and hold or make adjustments as the economy changes.

Taxes: For those who don't like paying more income taxes than they have to:

*Reducing investment income taxes:
*Structuring an estate to reduce taxes being passed onto heirs
*Business transition & tax guidance
*Guidance on how to manage out-of-state or foreign property
*How to deal with IRS notices, liens and levies.

Estate Planning: For those who want to help protect their wealth and ensure their legacy wishes are met:

*Assistance with managing inherited assets and/or property:
*Setting up a family trust and other estate documents
*Proper titling of investment accounts and real estate
*Direction on gifting your home to your children and other strategies
*Family preparedness discussions.

Financial Planning: For those who have unique family needs and want a plan to guide them:

*Planning for a handicapped family member
*Alternatives for funding education
*Home buying and mortgage guidance
*Protecting assets from lawsuits
*Alternatives to financing medical expenses.