Proactive Investment Management
- • Customized risk-based portfolios
- • Ongoing management, monitoring, & rebalancing
- • Asset allocation driven framework
- • Tax minimization strategies
- • Bespoke alternative investments
- • Managed 401(k) & employer-sponsored retirement accounts
Wealth Planning
- • Cash flow analysis and optimization
- • Retirement planning
- • Social Security and Medicare decisions
- • Education planning
- • “What-if” scenario comparison
- • Access to liquidity and lending solutions
Tax Strategy
- • Analyze and summarize key tax components (Federal and State)
- • Current year projections
- • Optimization of deductions
- • Coordination with 3rd party tax professionals
Executive Compensation & Equity Award Optimization
- • Proactive management of various equity award types:
- • Restricted Stock (RSA, RSU)
- • Employee Stock Options (ISOs, NSOs)
- • Employee Stock Purchase Plan (ESPP)
- • Employee Stock Ownership Plan (ESOP)
- • Deferred Compensation programs (NQDC)
- • 10b5-1 plans & execution strategy
Insurance and Risk Planning
- • Holistic coordination of overall insurance strategy
- • Life, disability, long term care
- • Health and Medicare
- • Property and casualty
Estate Strategy
- • Summary of estate documents and plans
- • Family gifting
- • Transfer of wealth
- • Philanthropic goals
- • Family Governance & preparing your family for the assets
