Request Consult

Please fill out this useful information and we will contact you promptly. Thank you for your time.

First Name:*

A value is required First Name is a required field.
Last Name:*

A value is required Last Name is a required field.
Email:*

A value is required Your email is a required field.

The email format is not valid  Sorry, this is not a valid email format

Phone:
Company Name:

 

Please check all that apply:

Financial
Is there a way to aggregate all of my financial assets and track their performance and overall asset allocation?
Is my 401(k) the best way to save for retirement?
How will inflation impact my savings and investment decisions?
What is the best way to manage my taxes?
How much should I be saving?
   
RETIREMENT PLANNING/COLLEGE EDUCATION PLANNING
Do I have enough money to retire? If so, when can I retire? And in retirement, which pockets of money should I draw down first?
Should I be deferring some of my income?
Should I use a 529, UGMA/UTMA, 2503(c) Trust or Crummey Trust to save for my children’s
education?
   
Asset Management

How can I reduce the level of risk in my portfolio?
What is the proper allocation for my money?
How can I increase my rate of return without increasing risk?
Can I reduce the tax bill on my investments?
Estate planning

Are my estate planning documents (Wills, Trusts, etc.)
appropriate, up to date and consistent with current tax codes?


Should I establish more complex estate planning techniques
such as GRATS, FLPs, QPRTs, IDGTs, etc.?
Who can make sure that I am sending out the appropriate Crummey notices each year?
Where are all my important documents? (Deed to house, tax returns, Wills, etc.)
Are there Trust instruments I should be using like Living Revocable Trusts, Special Needs Trusts, Irrevocable Trusts, Generation Skipping Trusts, etc.
   
Insurance

Do I have the right amount and right type of insurance?
- Life; Disability? Are they coordinated with my other assets
and legal documents?
Do I have the appropriate auto/home insurance coverages?
- How do I determine the proper deductibles?
How much Umbrella Liability coverage should someone
have with my level of assets?
   
   
Tax planning

How should I actively manage capital gains and losses
throughout the year?
Is there an optimal time to be exercising ISO’s, NQO’s?
   
   
Money & children

Have we established and communicated our personal
financial values to our children?

When is the appropriate time to start an allowance? What
is the appropriate amount?
How do we teach our children about philanthropy?