services for
extraordinary accumulators

retirement distribution strategies

• Retirement with
  a comfortable
  standard of living
  
  
• IRA Rollovers
  
  
• Minimize excessive tax on retirement accounts
  
  
• Establish multi-generation IRAs
  
  
• Unique stock market alternative investments
  

wealth management & investment analysis

• Wealth preservation
  
  
• Investment evaluation
  
  
• Consideration of tax consequences
  
  
• Portfolios designed around client goals, time frame and tolerance for risk

estate planning

• Minimize probate expenses, delays
  and publicity
  
  
• Reduce or eliminate estate taxes
  
  
• Evaluate proper manner of holding title to property
  
  
• Long term care and independent living planning