| PIAM offersa full range of Financial Planning services:
Retirement Planning
• 401(k) and 403(b) rollover strategies
• “What-If” scenarios, creating detailed models of cash
flow projections, to better understand the likelihood you can retire at a
certain age, and a certain standard of living.
Education Funding
• Options available for funding this major expenditure based on your income
and your children’s ages.
• Analysis of 529 Plans, UTMA/UGMA accounts, and the Hope and Coverdell savings
plans.
Comprehensive Portfolio Analysis
• Asset Allocation analysis of your current portfolio, with recommendations
for changes that may be indicated, based on your goals, objectives and
your tolerance for risk in the financial marketplace.
• Stock option compensation planning, to set a course for exercising those
options to best meet your financial goals, while at the same time minimizing
the tax burden.
Estate Planning Review
• Ensuring the proper estate documents are in place, such as wills, powers
of attorney and guardianships.
• Estate planning strategies, where appropriate.
Insurance Needs Review
Life, disability, and long-term care insurance reviews and recommendations
Financial Checkups
As your life and needs change, we will work with you to update your financial
objectives.
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