Our Financial Services

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- Brokerage accounts (individual and joint)

- Individual retirement accounts (IRAs)

- Roth IRAs

- Custodial accounts

- 401(k) rollover accounts

- Roth-converted accounts

- Trust accounts

- Minimizing lifetime tax burden

- Investment and tax planning

- Retirement and education planning

- Roth conversion timing and account consolidation

- Cash flow analysis and budgeting

- Debt/credit optimization

- Estate checklist

- Beneficiary designations

- Will and testament considerations

- Powers of Attorney (POA) considerations

- Trust considerations

- Wealth transfer planning

- Reduced annual fees on managed investment accounts

- Alternative options for financial service needs
- Secondary opinion on a quoted fee 

- Plan design and setup

- Compliance and regulatory adherence

- Recordkeeping and reporting

- Participant communication and education

- Contribution and distribution management

- Investment management and oversight

- Business owner / decision maker support

- Cost management and profitability analysis

- Budgeting, forecasting, and cash flow management

- Fundraising and capital structure

- Financial modeling and M&A support

- Outsourced treasury, FP&A, and accounting/bookkeeping functions

- Financial reporting and KPIs