Conventional Services offered by Financial Advisors
Personal Wealth Planning
- Asset Allocation Review
- Cash Flow Analysis
- Income Tax Planning
- Educational Cost Analysis
- Insurance Needs & Policy Analysis
- Estate Plan Analysis
- Rent vs. Own / Buy vs. Lease
- Mortgage Consulting
Advisory Accounts
- Evaluate and Monitor Mutual Fund Wrap Account Managers
- Evaluate and Monitor Separately Managed Accounts
- Evaluate and Monitor Active & Passive Strategies
401(k), Profit Sharing, Defined Benefit & Cash Balance Plan Assistance
- IRA, Roth IRA, SEP & SIMPLE IRA
- Plan Design & Administrative Assistance
- Benchmarking
- Plan Participant Education
- Business Succession Planning
Investment and Manager Evaluation and Monitoring
- Stocks, Bonds, Mutual Funds
- REITs, BDCs & UITs
- Direct Participation Programs
- Managed Accounts - Constrained & Unconstrained
- Socially and Environmentally Responsible Investing
Insurance Strategy Evaluation
- Equity and Fixed Index Annuities
- Fixed Annuities
- Term, Whole Life, Universal, and Variable Life Insurance
- Disability Insurance
- Long Term Care Planning
- Ownership & Account Information Updates
- Trust Transition
- Probate Estate Settlement Assistance
- Point of Contact for Beneficiaries
- Survivor/Family Benefit Review & Transition
Educational Account Planning and Analysis
- 529 Plans & Educational IRAs
- UGMAs & UTMAs