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Comprehensive financial planning
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Assistance in implementing selected ideas and plans
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Aggregate all investment accounts (including IRA and
401K) for overall evaluation
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Independent portfolio review, evaluation and
modeling
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Fee based active account allocation modeling with
mutual funds
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Retirement forecasting (using IRAs, 401K, pension
plans)
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Hiring and evaluating Independent Third Party Money
Managers
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Evaluating College Planning alternatives - custody;
UGMA; 529Plans; education IRAs; Trusts
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Discussions on gifting (Charitable, family, etc.)
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Review estate planning ideas
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Fee based independent ongoing review of your current
401K selections and options
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