Find Safe Harbors for Your Assets

• Find help in assessing your alternatives
• Obtain recommendations for proven Registered Investment Advisors (RIA)
• Discuss Retirement Plan overview, maximization and simplified administration
• Discuss risk minimization for Plan Sponsors of retirement plans

Life Planning and Team Services

• Help for developing Personal Mission Statement and Legacy Goals
• Help for implementing Life Planning and incorporating life goals into financial plans
• Help in preparing for discussions with Estate Planning Attorney and CPA
• Careful listening to your ideas for lifestyle changes, job change, and new career
• Careful listening to your ideas for Special Needs, legacy and charitable plans
• Help in preparing current and retirement budgets
• Find sounding board for discussion of Family trusts, foundations and charitable strategies.

Business Services

• Help with minimizing Plan Sponsor liability
• Help with maximizing owners’ benefits in Retirement Plans
• Help in written Business plans and integrated business models
• Help as an effective sounding board for your Vision – family business traditions, children in the family business, loyal employees who added to your success, sale of the business
• Discussions of Buyers as a partners (the importance of a buyer you respect and can work with), business sale strategies
• Discuss real estate strategies - Development, land use, real estate analysis and pre-listing evaluation.