Coordination
Tax Coordination
Ongoing coordination with your CPA so investment decisions and tax positions are made in the same conversation instead of in April.
What this includes
- Tax-loss harvesting
- Roth conversion analysis
- Charitable timing
- Multi-year bracket planning
- CPA coordination
Related services
Estate and Trust Coordination
Work alongside your estate attorney to make sure titling, beneficiaries, and trust funding actually match the documents that were drafted.
Risk Management and Insurance
Independent review of what a family is exposed to — liability, disability, long-term care, and identity — with no commissions on what gets recommended.