Our Services

Schedule a Complimentary FIT Meeting Now

• Investment Management

  • Portfolio Review
  • Asset Allocation
  • Account Aggregation
  • Annuity Analysis
  • Performance Reporting
  • Retirement Plan Strategy

• Risk Management

  • Risk Analysis & Mitigation
  • Risk Scoring
  • Long Term Care Strategy
  • Life Insurance Analysis Needs

• Income Planning

  • ​Review Income Sources
  • Expense and Budgeting
  • Debt Management
  • Planned Large Expenses
  • RMD and Withdrawal Strategies
  • Pensions & Cash Flow Analysis

• Tax Strategy

  • Tax Return Review
  • Realized Gain Review
  • Carry Forward Losses
  • Tax Loss Harvesting
  • Roth Conversions

• Social Security Strategy

  • Break-Even Analysis
  • Optimization Reports

• Estate Planning

  • Beneficiary Review

•  Legacy Planning

  • ​Personal Legacy Plan
  • Financial Legacy Roadmap

• Value-Added Services

  • Gifting Strategy
  • College & 529 Plans
  • Charitable Trusts and Foundations
  • Educational Workshops & Events
  • Document Vault
  • Sounding Board