ETFs and index mutual funds are emerging as the investment of choice for investors who are discovering the virtues of passive investing. Not surprisingly they have both seen an explosion of growth and are especially popular choices for retirement plans and investors with a long time horizon.
Financial objective identification and evaluation, budgeting and cash flow management, retirement planning and projections, stock option analysis, college funding and financing, life insurance analysis and estate planning strategies.
Portfolio analysis, asset allocation, investment policy development, security selection, investment implementation, portfolio rebalancing, performance reporting, portfolio monitoring, and company retirement plan establishment and implementation.
Income tax planning and projections, tax minimization strategies, and income tax preparation.