Financial Planning
Net Worth Planning
Retirement Planning
Tax Planning
Investment Management
Charitable Giving Strategies
Cash Flow & Budget Planning
Education Planning
Insurance Planning
Estate Planning
Wills, Power of Attorney, Health Care Directive with other professionals
Beneficiary Designation Planning
Philanthropic Planning
Family Meetings
Advanced Design & Generational Planning
Elder Care / Medicaid Planning
Investment Management
Portfolio Management
Asset Allocation Strategies
Risk Tolerance Analysis
Tax & Cost Basis Reporting
Alternative Investment Strategies
Insurance Planning & Risk Management
Insurance Audit & Review
Life, Disability, Health, & Long Term Care Insurance
Medicare Insurance and Medical Supplement Consultation
Tax Planning
Complete Tax Return Preparation Service
Projection & Reduction Strategies
Coordination with CPA for Year-End
Gain/Loss Summary
Tax Planning
Real Estate Consulting
Real Estate Analysis
Refinancing Options
Transaction Tax Analysis
1031 Exchange Consultation
Mortgage Referrals
Property Management Consulting
Retirement Planning
Retirement Projections
Income Distribution Planning
Employer Sponsored Qualified
Retirement Plans
Personal Retirement Planning
Required Minimum Distribution (RMD) Planning
Additional Services
Business Consulting
Social Security Planning
Divorce Financial Planning
Family Financial Meeting
Family Financial Education
Legal & Privacy
Web Accessibility Policy
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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