현재 제공하는 서비스 분야입니다. 밑의 각 분야를 확장해서 상세 서비스를 볼 수 있습니다.
Comprehensive Financial Plan (with Investment Policy Statement)
Comprehensive Financial Plan (without IPS)
Financial Checkup
Managing Cash Flows (Income, Debt, Spending, Savings)
Goal Alignment with Partner/Spouse
Saving strategies (529s, Roth IRA, etc)
FAFSA Planning (Income, Assets, Parent vs Child vs Grandparents)
Retirement Plan Priorities/Strategy
IRA Strategies
HSA
Managing Windfall/Inheritance
Life Insurance Needs
Other Insurance Needs
Investment Policy Statement/Strategy
Rebalancing Service
Asset Allocation
Tax Efficiency Review
Tax Loss Harvesting
Bond/Fixed Income Strategies
Trading Techniques
Options/Derivatives (Education Only)
Social Security Estimating and Receiving Strategies
Retirement Plan Withdrawals
Annuities and Pensions
RMD/QCD Planning
Medicare/IRMAA Planning
Roth conversions
Donor Advised Fund Strategies
Long-Term Care Strategies
Wills/Trusts
Beneficiary Designation Management
Traditional vs Roth
Rollover Strategies
Rental Properties
Managing Company Stocks (RSU, ESPP, ESOP) and Options
Business Entity Selection
Business Operational Taxes – Credits, Deductions, Expenses, Income Recognition, etc
Small Business Retirement Plans – SEP, SIMPLE IRA/401k, Solo 401k
Individual/Family Tax Returns (For Existing Financial Planning Customers)
Sole Proprietor, Rental Property Owner, LLC, S Corp, Partnership Income Taxes
Tax Resolution Assistance