Wealth Management & Investment Services in Gainesville, FL

Initial Planning

● Goal-Based Planning
● The Wealth Navigator System™
● The Legacy Optimizer™ (LO™)
● Philanthropic Planning
● Divorce Financial Planning
● Asset Protection
● The Secure Retirement Maximizer™ (SRM™)
● Cash Flow Projections
● Required Minimum Distribution Planning
● Education Funding
● Executive Benefit Analysis
● 401(k) and Retirement Planning
● The Optimized Portfolio Solution™ (TOPS™)
● Asset Allocation Strategies
● The Confidential Underwriting Process™ (CUPS™)
● Settlement Optimization Solution™ (SOS™)

Implementation

● Investment Services
● Investment Policy Statement for Each Portfolio
● Bucketing Strategy
● Dedicated Employee to Facilitate Transfers
● Coordinate New and Existing Insurance
● Implement Game Plan with CPA and Attorney

Ongoing Services

● The Wealth Manager™
● LO™, SRM™, TOPS™ Updates
● Client Web Portal Access
● Account Aggregation
● Tax-loss Harvesting
● Portfolio Rebalancing
● Custom Performance Reports
● Video Updates
● Personalized Meetings
● Resource for Family and Friends
● Family Pricing
● Tracking of Life Insurance
● Life Settlement
● The Business Sale Evaluator™ (BSE™)
● Manage and Service All Policies
● Life Event Strategy Sessions
● Family Meetings
● A Team of Over 25 to Support You