Review your current financial situation to include the following:
Tax returns and deduction strategy
Trusts, estate plan and corporate structure
Company-sponsored retirement plans
Business Succession plan
Retirement projections
Asset allocation
Savings strategy
Charitable giving
Concentrated stock
Optimize a New Plan
Maximize tax deductions
Restructure trusts and corporate entities
Utilize retirement projections to test efficiency
Build a concentrated stock strategy
Optimize global asset allocation
Build a Custom Investment Strategy
Choose optimal investment structures
Utilize a proper mix of individual stocks, ETFs and real estate
Allocate trust, corporate, Roth and pre-tax assets uniquely
Determine true risk and build adequate global allocation
Actively Rebalance to the Changing Market
Tax harvest gains and losses to optimize savings
Implement a Roth conversion strategy
Rotate sectors to increase return probability
Fluctuate asset allocation to changes in market outlook