Areas of Expertise Through A Network of Professionals

Retirement/Lifetime Income Planning

  • IRAs:
  • Beneficiary Designation
  • Stretch Options
  • Roth IRAs
  • 403Bs
  • 401Ks

Investment Education/Planning

  • Investment Process
  • Hidden Costs
  • Stock Market Risks
  • Allocation Risks

Money Management

  • Custom Investing
  • Individual Budgeting
  • Debt Consolidation
  • Net Income Distribution

Real Estate Analysis

  • Mortgages / Reverse Mortgages
  • 1031 Exchanges
  • Refinancing / Equity Lines of Credit
  • Depreciation
  • Capital Gains Avoidance
  • Real Estate Management

Insurance Analysis

  • Term vs. Whole Life vs. Universal Life
  • “Umbrellas”
  • Long term Care Ins.

Business Management

  • Succession Planning
  • Defined Contribution Plans
  • Accounting Management
  • Selling Strategies
  • Capital Gains Avoidance
  • Phantom Stock Agreements

Education Planning

  • College Plans

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