• Starter package plus:
  • Portfolio review
  • Retirement planning and needs analysis
  • Social security planning
  • ·Reviewing and updating of beneficiaries across accounts and policies at all institutions
  • Mega backdoor Roth strategy
  • 529 account(s) contribution - education and college funding
  • Custodial account contributions
  • Insurance planning: Life, Disability, Long-term care
  • Home and auto policy review
  • Health savings planning
  • Major purchase planning
  • Debt strategy review (Mortgage, HELOC, Student Loans, Auto, Credit Cards, Personal Line of Credit, Securities Backed Line of Credit)
  • Distribution strategies
  • Account aggregation
  • Document vaulting
  • Year-end tax planning (tax-loss harvesting /gains taking/ maxing out accounts)