Investment Analysis

Insurance Analysis

• Survivor Income Needs
• Capital Needs
• Estate Liquidity Needs
• Long Term Care Needs
• Disability Income Needs

Annuity Analysis

• Is an Annuity Right for you?
• Is your Current Annuity Meeting Your Needs?

Investment Analysis

• Asset allocation analysis and recommendations
• Development of an investment portfolio
• Detailed analysis of current investments
• Specific investment recommendations
• Estimate of tax ramifications of investment strategies
• Portfolio re optimization / rebalancing
• Diversification Analysis
• Employee Stock Options Analysis
• Managing the Risk vs. the Return of your Portfolio
• Matching Investment Choices to your Goals and Time Horizons