How We Help You:
Tax Minimization: We help you minimize your tax bill with proactive planning
Tax-Efficency in Brokerage Accounts: Do you have a large taxable brokerage account that accumulates too much portfolio income? We will help you develop a strategy to minimize the portfolio income you have to pay taxes on and maximize after-tax returns
RSU/Stock Options Planning: We help you plan for your stock option tax liability and mitigate concentration concerns
Asset Location: we make sure that you’re saving in the right places to prepare for an early retirement: How much should you be saving to your taxable account vs. Roth IRA vs. 401ks vs. 529 plans?
Custom Investment Portfolio: We make sure that your investments are adequately diversified, low cost & tax efficient.
Roth Conversion Analysis: Does it make sense to do a Roth Conversion?
Insurance Planning: Is your family adequately insured? Life Insurance, Disability Insurance, Umbrella Policies, etc.
Estate Planning: Do you have a proper Will & Trust to make sure you avoid a long & lengthy probate process?