Retirees
We will deliver a Retirement Income Analysis Report to assess your retirement adequacy and make tweaks in such factors as anticipated retirement timing, potential Social Security claiming strategies, and approaches for generating retirement income over time.
Upper Management Executives
If you’ve changed jobs, are preparing to leave an employer, or are eligible for certain rollover options, you may be evaluating what to do with your 401(k) assets. We help clients understand their available options and the considerations involved when reviewing whether to keep assets in an employer plan, roll them to an IRA, or use a combination of both.
Our guidance focuses on helping you make informed decisions based on your goals, timelines, and plan provisions, while carefully reviewing factors such as investment choices, fees, and services.
Physicians & Business Owners
If you do not have a SEP or a Cash Balance Plan for your practice or business, you may not be tax efficient. We can set you up with both plans, designed to benefit you and your employess immediately and directly.
Step 1 Detailed Discovery
Step 2 Diagnostics & Gap Analysis
Step 3 Communicating Findings In An
Executive Summary
Step 4 Client Consent & Portfolio Build
Thematic Portfolio Conversi
Thematic Portfolio Rebuilds
We pride in turning random lists of securities into living, breathing portfolios using an approach that considers sector exposure, thematic investment ideas, and diversification across U.S. and international markets, with ongoing attention to risk and market conditions.
In-Service 401k Transfer Assistance
In-Service 401k Transfer Assistance
For many corporate executives, we specialize in navigating the complexities of In-Service 401k transfers and conversions to IRAs. We help clients navigate IRS rules that, under certain circumstances, may allow for a partial transfer of 401(k) assets to an IRA. An IRA may offer a broader range of investment options than an employer‑sponsored 401(k) plan. You still keep contributing to your 401k and getting your company match.
360 Financial Planning,
Wills & Trusts
360 Financial Planning
Wills & Trusts
Protecting what you have built is as important as growing it. We work alongside your legal and tax professionals to help structure estate strategies that aim to manage tax liabilities and facilitate the efficient transfer of wealth to the next generation.