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.