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YOUR
SUCCESS
IS OUR ONLY
MISSION
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Our Services
1) Investment Portfolios
a. Current Allocation Pros/Cons/Costs
b. Tax Basis and Trading Consequences
c. Portfolio Allocation Recommendations
d. Managing Your Account
2) Tax Planning
a. Review of Past 3 Returns
b. Scenario Planning For Current Year
c. Recommended Tactics/Strategies and Timeframes
d. Facilitate/Implement Strategies
3) Risk Management
(i.e., Insurance review to include either your outside professionals or ours.)
a. Life
b. Health
c. Disability
d. Long Term Care
e. Homeowners
f. Auto
g. Personal Liability
4) Real Estate Portfolio and Mortgages
a. Evaluate All Properties
b. Cash Flow Analysis on Each and Tax Benefits
c. Proforma - Sale vs Hold
5) Retirement Planning
a. Review and document resources
b. Evaluate "Current Situation"
c. Help you determine what the "Perfect World" retirement scenario
d. Determine course of action needed to achieve
6) Estate Planning
(Your attorney or ours - ours will not charge for basic review. Implementation costs for any legal work would be quoted at the time by the attorney involved.)
a. Review existing documents
b. Determine current estate exposures (taxes and documentation that conflicts with goals)
c. Establish Parameters for any changes, determine what additional Legal documents are needed
d. Set up time frame for implementation and execute
7) Cash Flow Management
a. Evaluate "Current" scenario
b. Once short, medium and long term planning goals are established, set up program to fund
8) College Planning
a. Calculate current amounts and time needs for goals established
b. Evaluate current resources and options for funding those goals
c. Implement funding program
9) Behaviors - Philosophy - Personality - Relationship with Money
a. This discussion happens naturally throughout the entire process
If you would like to arrange an appointment with us, please
click here.
Best Wishes for a healthy financial future,
Peggy Lombardo and Maureen Verduyn |
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