Comprehensive Financial Planning & Analysis

  • Cash flow analysis

  • Tax planning and mitigation strategies

  • Financial projections and analysis (retirement, financial independence, property, college etc.)

  • Company retirement plan analysis (401(k) etc.)

  • Wealth transfer strategies

  • Philanthropy and charitable giving

  • Employee stock options (Incentive Stock Options (ISOs) and Non-Qualified Options (NQSOs)) planning and analysis

  • Restricted Stock Awards (RSAs): Restricted Stock Units (RSUs), Restricted Stock Shares (RSSs), Performance Stock Shares (PSSs) and Performance Stock Units (PSUs)

  • Stock Appreciation Rights (SARs): Stock-Settled Stock Appreciation Rights (SSARs), Cash-Settled Stock Appreciation Rights (CSARs)

  • Employee stock purchase plan (ESPP) planning and analysis

  • Net unrealized appreciation (NUA) planning and analysis

  • Qualified Small Business Stock (QSBS) planning and analysis

Wealth Management

  • Investment management (mutual funds, exchange-traded funds (ETFs), stocks, bonds, options etc.)

  • Solutions for concentrated and/or appreciated stock positions

  • IRAs, 401(k)'s and other retirement plans

  • Socially responsible and impact investing

  • 10b5-1 trading plan implementation and coordination

Asset Protection and Risk Management

  • Estate planning

  • Life insurance analysis

  • Property and casualty insurance analysis

  • Disability insurance analysis