Retirement Planning

  • Evaluate pension plan structures, IRAs, Roth IRAs, or qualified plans
  • Analyze distribution options for pensions
  • Calculate IRS required minimum distributions (RMDs), provide education on the regulations


Investment Management

  • Consolidate investment paperwork
  • Provide 401(k), 403 (b), or 457 investment advice
  • Evaluate investment alternatives
  • Explain investment ideas in an easy-to-understand manner
  • Provide quarterly asset allocation review
  • Conduct semi-annual review of investment statements
  • Review investment strategy to maintain an individualized, high quality portfolio


Economic Analysis

  • Provide economic and stock market updates and explain what it means to you
  • Help evaluate the economic news to determine what you should and should not be concerned about



  • Provide investment information with a comprehensive approach
  • Keep you updated with products, service, strategy changes, and improvements
  • Conduct semi-annual financial review meetings, other contact as needed

Estate Planning

  • Advise on the implementation and proper use of estate planning tools: wills, trusts, power of attorney
  • Provide education and guidance on charitable giving alternatives
  • Review ownership and beneficiary designations on all accounts


Family Office Services

  • Introductions to local and global commercial banks
  • Assistance to helping children and grandchildren obtain internships and permanent employment
  • Introduction to expert tax, accounting and estate planning firms
  • Assistance with lifestyle services (golf, sporting events etc.)
  • Risk Management (i.e. funding long-term care, considering the establishment of a IRC Section 831(b) captive insurance company)
  • Introductions to adult home care and nursing home contacts

Insurance Review

  • Evaluate current life, disability, long-term care, health, umbrella, property and auto coverage
  • Seek opportunities for improvement or cost savings

    Goal Related

    • Annual planning evaluations, tracking of goals
    • Pro-active follow-up on action items
    • Develop, establish, and track individual and family goals




    • Analyze the effects of inflation on your goals
    • Provide referrals to CPAs, attorneys, mortgage brokers, etc.
    • Provide notary services