Our Services
We offer the financial planning resources and the ongoing service necessary to help you pursue your financial goals. Here is a summary of the services we offer:
Investment Planning
• Portfolio Management • Assess Risk Tolerance • Asset Allocation & Diversification
• Investment Analysis • Concentrated Stock Analysis
• Wide range of investment product options due to being independent
• Asset Location • Second Opinion Reviews
Retirement Planning
• Retirement Goal Setting • Retirement planning & analysis
• Social Security Analysis • Develop optimum retirement income strategy
• Business Planning • IRA Contributions & Conversions
• 401(k) Management & Employer-Sponsored Plans
• Annuities & Pensions • RMDs & Withdrawal Strategies • Medicare Planning
Estate Planning & Philanthropy
• Review/Discuss Estate Planning Strategies • Guardians for Minors & Children
• Review & update beneficiaries • Asset Protection Analysis
• Recommend charitable giving strategies • Facilitate transfer or retitling of assets
Risk Management & Insurance
• Review of existing policies:
Long Term Care, Disability, Homeowner’s, Renter’s & Liability Insurance
• Determine Insurance Needs
• Provide Life Insurance • Provide Long Term Care Insurance
Cash Flow & Budgeting
• Expenses & Budgeting • Cash Flow Analysis • Debt Management • Emergency Savings
• Planned Purchases • Mortgage Review • Lines of Credit
Family Services
• College Savings Planning • 529 College Savings Plans • Divorce & Widowhood Planning
• Legacy Planning • Elderly Planning • Roth IRAs for Children
Tax Management
• Overall Tax Planning • Review of Cost Basis • Review Realized Gains
• Tax Loss Harvesting • Potential Roth Conversions • Deductions & Credits
Financial Life Planning
• Comprehensive Financial Planning • Maximizing Financial Goals
• Monitor changes in your life and family situation
• Periodic review of your financial plan and coordinate with your
other advisors, such as CPA, Attorney
Other
• Experienced Staff • Courteous and prompt service
• Certified Financial Planner on Staff • Website tools & calculators
• Client Social Events • Community Outreach
These services offered through Chuck Thompson and his affiliation with Avantax Investment Services℠