Services
FINANCIAL PLANNING
- Retirement Planning
- Asset Protection Planning
- Child Savings/ Education Planning
- Life, Disability and Long-term Care Insurance Planning
- Employer Benefits Guidance & Optimization
- Cash Flow Planning
- Financial Organization & Account Consolidation
- Fixed and Discretionary Budget Creation
- Major Purchase Analysis and Guidance
- Risk Management
WEALTH MANAGEMENT
- Asset Allocation and Location
- Strategic Rebalancing
- Direct Indexing
- Tactical Investment Management
- Employer Sponsored Plan Analysis (401(k), 403(b), 457, etc.)
- Wide selection of Low Cost and Diversified Securities
- Business Owner Retirement Plan Implementation (SEP IRA, 401(k), SIMPLE IRA, etc.)
- Company Stock Option Optimization (ISO’s, NQSO’s, RSU’s)
TAX EFFICIENCY PLANNING^
- Tax Loss Harvesting
- Roth IRA Conversion Analysis
- Backdoor Roth IRA Implementation
- Asset Location
- Tax Diversification
- Tactical Tax Bracket Management (Before & During Retirement)
- Tax Minimization Planning (Before & During Retirement)
- Charitable Giving Location
- Professional Consultations with existing CPA, and/or Introduction to CPA
DISTRIBUTION PLANNING
- Social Security Analysis & Optimization
- Pension Analysis & Optimization
- Required Minimum Distribution (RMD) Planning and Execution
- Medicare Cost Planning
- Income & Distribution Optimization Strategies
- Long-term Health Care Planning
ESTATE & LEGACY PLANNING
- Estate Planning Documents Review and Analysis
- Trust Planning & Funding Strategies
- Business Succession
- Gifting Strategies
- Estate Tax Analysis, Projections, and Strategies (Federal and State)^
- Family Dynamics- Trustees & Beneficiaries Review
- Professional Consultations with existing Attorney, and/or Introduction to Attorney
^Neither PROWEALTH, LLC or Eagle Strategies LLC, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional regarding your particular situation.
|
