Comprehensive Wealth Assessment

	
Conduct a thorough needs assessment and identify gaps in your wealth-building strategy
	
Review your tax strategy and ensure you are using the best approach possible to minimize your tax burden and maximize cash flow  
	
Review your assets and your debts, income and expenses and analyze your cash flow sources
	
Evaluate your current retirement strategy to ensure you have a tax advantaged plan that you cannot outlive
	
Ensure your current portfolio of assets will help you reach your intended goals
	
Advise and provide options for estate planning to ensure your family is protected