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)