Investment management
IRAs, 401(k)'s and other retirement plans
10b5-1 trading plan implementation and coordination
Bitcoin and digital assets
Socially responsible and impact investing
Charitable giving strategies including donor advised funds (DAFs)
Tax preparation
Tax mitigation and planning
Company equity planning and analysis
Planning for financial independence
Retirement planning
Startup business planning and consulting
Cash flow analysis
Financial projections and analysis
Qualified small business stock (QSBS) planning and analysis
Estate planning and wealth transfer
Life insurance analysis and planning
Property and casualty insurance analysis
Disability insurance analysis
IRS account monitoring