Menu of Services
Partial list of services we provide
Please contact us for a detailed discussion of your unique needs and what additional services may help achieve your goals.
INVESTMENT ADVICE
Initial and Ongoing Portfolio Analysis
Portfolio Management on a Discretionary or Non-Discretionary Basis
Private Market Opportunities including Real Estate Investments and Other Alternatives
Executive Stock Option, Restricted Stock and Performance Share Planning
RETIREMENT PLANNING
Retirement Date and Lifestyle Feasibility Analysis
Retirement Income Plan Creation and Coordination
Pension Strategy Review
Social Security Maximization
IRA, Roth IRA, 401(k), 403(b), and other Plan Advice
TAX PLANNING
Annual Capital Gain and Loss Review
Coordination with Tax Professionals
Roth Conversions
Donor Advised Funds
Strategic Long-Term Tax Planning
ESTATE PLANNING
Review of Wills, Trusts and Partnerships
Coordination of Estate Planning with Estate Attorneys
Assistance with Implementation and Ongoing Management of Trust Accounts
INSURANCE CONSULTING AND ANNUITIES
Fixed, Variable, Deferred, and Immediate Annuities
Evaluations of Life, Disability and Long-Term Care Insurance
ASSET, LIABILITY AND CASH-FLOW MANAGEMENT
Cash-Flow Analysis & Ongoing Review
Liability Review and Analysis
Neither cSquared Wealth Advisors nor Sunbelt Securities offer tax or legal advice.