Advanced
Complex Needs
6+ meetings/year
$625.00 monthly or included with managed assets of $2,000,000+
Essentials package plus:
- Tax deferral strategies
- Tax meeting with CPA (Capital gains/loss reporting to CPA 2-4 times per year to enable proactive tax consulting, share estimated taxable income for next year)
- Alternative investment planning: private equity investments, venture capital investments, non-traded real estate
- Roth IRA conversion analysis
- Retirement income planning, forecasts, action steps
- Employee Stock Purchase Plan and Restricted Stock Unit strategy
- Options exercise strategy (ISO, NSO)