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Financial Planning

– How soon can I retire?  
– How much of a house can I afford?

– How much do I need to save?
– How much do I need to save?

– Can I quit my job & work on my start-up? 
– Can I afford to send my kids to private school? 

Investment Planning

– Low cost, diversified portfolios
– Can I quit my job & work on my start-up? 
– Can I afford to send my kids to private school? 

Investment Planning

– Low cost, diversified portfolios

– Asset allocation and asset location
– Asset allocation and asset location

– Tax loss harvesting
– Tax loss harvesting

– Rebalancing
– Rebalancing

– Non-publicly trades funds & alternatives

Tax Planning

– Maximize deductions and lower taxable income
– Lower AMT
– Traditional IRA vs. Roth
– Tax managed portfolios
– Maximize after tax return on investments  
 

Stock Options Planning

– Restricted stock options (RSUs) & ESPP
– Incentive (ISO) and non-qualified (NQ) stock options
– Tax and AMT planning
– 83(b) elections for pre-public company stock
– 10b5-1 plans for company executives

Estate Planning

– Wills and Trusts
– Non-publicly trades funds & alternatives

Tax Planning

– Maximize deductions and lower taxable income
– Lower AMT
– Traditional IRA vs. Roth
– Tax managed portfolios
– Maximize after tax return on investments  
 

Stock Options Planning

– Restricted stock options (RSUs) & ESPP
– Incentive (ISO) and non-qualified (NQ) stock options
– Tax and AMT planning
– 83(b) elections for pre-public company stock
– 10b5-1 plans for company executives

Estate Planning

– Wills and Trusts

– Advance health care directive
– Advance health care directive

– Gifting during lifetime
– Gifting during lifetime

–  Leaving a legacy
– Optimization of estate taxes
 

Risk Management

– Life, home, auto and umbrealla (liability) insurance 
– Health insurance and disability insurance
–  Leaving a legacy
– Optimization of estate taxes
 

Risk Management

– Life, home, auto and umbrealla (liability) insurance 
– Health insurance and disability insurance

– Long term care insurance
– D&O and E&O insurance 
– Unbiased advice (we do not sell insurance)

Retirement Income Planning

– Required Minumim Distributions from IRAs
– Tax optimized income withdrawal strategy
– Annuities, pension, rental income
– Social Security & Medicare
– Risk of longetivity & extended illness

 Education Planning

– 529 plans and other education savings vehicles
– Investment strategy for education funds 
– Scholarships, loans and grants
–  Gifting 
– Planning strategies for more than one child