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, LLC.