List of Services

Investment Planning

  • Portfolio Management & Risk Analysis
  • Asset Allocation & Diversification
  • Concentrated Stock Analysis
  • Asset Location
  • Investment Risk Control Strategy
  • Second Opinion Reviews
  • Portfolio Stress Testing

Risk Management & Insurance

  • Review of Existing Life Insurance Policies
  • Life Insurance Needs Analysis
  • Long-Term Care Insurance
  • Disability Insurance
  • Buy-Sell Business Analysis
  • Key-Man Insurance

Cash Flow & Budgeting

  • Cash Flow Analysis*
  • Expenses & Budgeting*
  • Debt Management*
  • Planned Purchases*
  • Emergency Savings*
  • Mortgage Reviews*
  • Line of Credit Analysis*

Retirement Planning

  • Retirement Goal Setting
  • Social Security Analysis
  • Business Planning
  • IRA & Roth Contributions
  • Roth Conversion & Analysis
  • 401(k) Management & Employer-Sponsored Plans
  • Annuities & Pensions
  • Required Minimum Distributions (RMD) & Withdrawal Strategies

Tax Management

  • Review of Cost Basis
  • Review Realized Gains
  • Carry Forward Losses
  • Tax Loss Harvesting
  • Deductions & Credits
  • Potential Roth Conversions
  • HSAs & FSAs
  • Tax Deferral Strategies for Business Owners

Estate Planning & Philanthropy

  • Multi-Generational Wealth Tranfer Strategies
  • Asset Protection Analysis
  • Charitable Foundations
  • Charitable Trusts
  • Charitable Giving
  • We Can Introduce You to Local Experts for:
    • Wills
    • Powers of Attorney
    • Health Care Proxy
    • Guardians for Minor Children

Family Services

  • College Savings Planning
  • 529 College Savings Plans
  • Roth IRAs for Children
  • Gifting
  • Elderly Planning Resources
  • Legacy Planning
  • Tax Friendly Asset Transfer Strategies

*Topics that may be covered as part of the financial planning process.

Securities offered through Triad Advisors, a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Financial Analysts, a member of Advisory Services Network, LLC.  Managed Futures offered through FFI Alternatives, LLC, member of the National Futures Association (NFA) and registered with the Commodity Futures Trading Commission (CFTC). Triad Advisors, Advisory Services Network, LLC, and FFI Alternatives, LLC are not affiliated.



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