Services
What We Do
Tax & Financial Planning
- Customized Financial Planning Services
- Personal Tax Consulting Services
- Strategic Tax Planning for Business
- Tax Optimization for Real Estate Investors
- Equity Compensation Planning (RSUs, ISOs, NQSOs, ESPP)
- Advdanced Solutions to Defer Large Capital Gain
- Estate Planning and Asset Protection
Small Business Solutions
- Qualified Retirement Plans
- 401(k)/403(b)/457
- SEP IRA
- SIMPLE IRA
- Cash Balance Plan
- Defined Benefit Plan
- Deferred Compensation Plan
- Business Planning and Advisory Services
- Business Entity Selection and Restructuring
- Business Expansion and Acquisition Analysis
- Key Person Benefit Plan
- Succession Planning
- Buy and sell agreements
- Patner Buyout Plan
- Estate and Trust Tax Planning
- Business Valuation and Tranfer
Life Insurance Solutions
- Family Protection & Living Benefit
- Term Life Insurance
- Universal Life Insurance
- Whole Life Insurance
- Life Insurance Retirement Plan (LIRP)
- Irrevocable Life Insurance Trust (ILIT)
- Kai-Zen Plan
- Premium Financing Solutions
- Policy Review and Optimization
- 1035 Exchange
Retirement Annuity Solutions
Retirement Annuity Solutions
- Retirement Planning
- Retirement Income Planning
- Long-Term Care Planning
- Social Security Benefit Optimization
- Qualified Plan Distribution Tax Strategy
- Retirement Portfolio Risk Management
- Annuity Solutions
- Single Premium Immediate Annuities (SPIA)
- Fixed Annuities (MYGA)
- Fixed Indexed Annuities (FIA)
