STRATEGIC WEALTH METHOD

Services related to financial planning; consulting in the field of income planning, namely, consultation for Social Security maximization, income and expense analysis, inflation plans, spousal plans and longevity protection; consulting in the field of investment planning, namely, consultation for assessing risk and reducing risks to clients’ portfolios, and comprehensive institutional money management; consultation in the field of tax planning, namely, consultation related to assessment of taxable nature of current holdings, IRA planning, strategizing ways to include tax-deferred or tax-free money in your plan, strategizing tax categories to draw income from first to reduce tax burden; consulting in the field of estate planning, namely consulting in the field of estate and income tax planning, protecting assets in trusts and assisting with tax related disbursement to beneficiaries

Services related to healthcare planning; consulting in the field of analyzing options for long-term care plans and navigating Medicare options