Personal Wealth Strategies

• Strategies to accumulate wealth
• Customized portfolios that help control risk
• Improving Tax Efficiency

Retirement Planning

• Strategies for transitioning to financial independence
• Lump sum distribution options

Estate Planning & Trust Services

• Positioning assets
• Asset protection
• Generational planning
• Alternatives for lump sum distributions
• Charitable gifts
• Trustee assistance and management

Risk Management & Use of Insurances

• Life / Disability
• Long term care

Family Planning

• College / Wedding / Births
• First-time home ownership

Tax Planning & Preparation

• Trusts / Estates / Individuals
• Business entities

Significant Life Events

• Death of a spouse / Divorce
• Real estate sale / exchange
• Inheritance
• Nonstructured settlements
• Domestic Partnerships