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Personal Services

Personal Retirement Planning – Accumulation and Distribution

Clients who engage us for personal retirement planning may expect to receive the following services:

  • Cash flow projection illustrating the impact of retiring sooner or later
  • Social Security withdrawal strategy
  • Claiming strategies for pensions, deferred compensation and retirement plans
  • Asset Allocation analysis to show probability of success
  • Earned income replacement strategy
  • Asset Location and withdrawal plan to minimize taxes, e.g. Roth conversions, NUA, etc.
  • Review of employee benefit plans
  • Stock option, restricted and control stock planning
  • Review of estate documents and beneficiary designations
  • Philanthropic planning    

We provide expert implementation in the following areas:


  • Stocks
  • Bonds
  • Mutual Funds
  • ETFs
  • Non-traded products
  • Variable annuities
  • 529s and ESAs

Retirement Plans

  • Defined Contribution
    • 401(k)
    • Roth 401(k)
    • 401(k) safe harbor
    • Profit sharing
    • Age weighted
    • New comparability
  • Defined Benefit
    • Cash Balance


  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Individual Health Insurance