Our Strategies
The following is a list of some of the strategies we may use depending on the client's individual circumstances.
Tax Reduction
- Capital gains/losses portfolio evaluation
- Multiple tax year comparative analysis
- Roth IRA conversion analysis
- Taxable and tax-exempt interest and dividend analysis
- Ongoing estimated tax projections and adjustments
- Taxable Social Security reduction ideas
- Required minimum distribution calculation
- Sale of home or business tax evaluation
- Estate tax liability and gifting strategies
- Small business accounting and planning
- Alternative minimum tax preparation and analysis
- Tax law updates and suggestions
Financial Planning
- Retirement income and distribution planning
- Retirement savings and accumulation strategies
- Education savings and planning techniques
- Debt management strategies and savings recommendations
- Family protection and insurance planning
- Income and asset protection strategies
- Long-term care and health insurance recommendations
- Investment management strategies
- Asset allocation and rebalancing strategies*
- Systematic investment and dividend reinvestment programs
- Quarterly portfolio analysis and review
*No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.