Our Services

Investment Planning

  • Core Investment Recommendations & Implementation
  • Tactical Asset Allocation/Capitalization Size/Style of Management
  • Extensive Research in Money Management
  • Continuous Monitoring & Review of Portfolios
  • Consolidated Portfolio Statements
  • Goals & Objectives Planning
  • Income Evaluation / Projections
  • Retirement Scenarios / Projections

Retirement Planning

  • Rollover & Transfer Assessment
  • Analysis of Existing Plans & Investment Choices
  • Establishment of Retirement Plans
  • Tax Issues of Different Types of Income
  • Roth IRA Conversion
  • Advanced Planning Techniques To Reduce Taxes
  • Liquidity Needs for Estate
  • Review Trusts
  • Taxation of Different Assets
  • Review Plan with Attorney & CPA

Insurance Planning

  • Long Term Care
  • Buy/Sell Funding
  • Business Insurance Needs
  • How to Use Life Insurance
  • Life Insurance for Estate Planning

Specialized Services

  • Charitable Remainder Trusts
  • Deferred Compensation
  • Financial Issues of Widowhood
  • College Funding

 

Money management offered through Strategic Wealth Advisors Group, Inc.