Wealth Services

Method 10®

We call it Method 10®. And it’s geared toward one purpose: your long-term success. By systematically addressing the following 10 key financial issues, you and your financial advisor can implement comprehensive financial solutions.

1. INVESTMENT PLANNING

  • Integrated Asset Allocation and Portfolio Design
  • Customized Asset Management Programs
  • Diversification Strategies
  • Alternative Investments

2. TAX PLANNING

  • Income Tax and Estate Tax Planning
  • Tax Optimized Investing
  • Charitable Planning
  • Trust Services

3. INCOME PROTECTION AND ASSET PRESERVATION

  • Long-Term Care Insurance
  • Disability Protection
  • Income Replacement

4. RETIREMENT PLANNING

  • IRA Rollover and Distribution Planning
  • Income Protection Analysis
  • Fixed Income Strategies
  • Qualified Plan Design and Compliance

5. BUSINESS PLANNING

  • Business Succession
  • Buy-Sell Agreements
  • Non-Qualified Retirement Plans
  • Key Employee Retention

6. ESTATE PLANNING

  • Wealth Transfer and Tax Reduction
  • Charitable Giving
  • Trust Services

7. INSURANCE

  • Life Insurance Analysis and Design
  • Long-Term Care Insurance
  • Disability Protection

8. EDUCATION PLANNING

  • Coverdell Education Savings Accounts
  • 529 College Savings Plans
  • UGMA/UTMA Accounts
  • Trust Services

9. SPECIALIZED SITUATIONS

  • Divorce
  • Incapacitation and Control of Assets

10. DEBT MANAGEMENT

  • Creditor Protection
  • Efficient Credit Management