Menu of Services 2018-09-14T09:57:08+00:00

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 & Other Alternatives

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
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 & Immediate Annuities
Property and Casualty Insurance Reviews
Evaluations of Life, Disability and Long-Term Care Insurance

ASSET, LIABILITY AND CASH-FLOW MANAGEMENT

Cash-Flow Analysis & Ongoing Review
Liability Review and Analysis
Competitive Margin Loans
Non-Purpose Loans – Lines of Credit

BUSINESS AND CORPORATE SERVICES

Employer Sponsored Retirement Plans, including 401(k) and Pension Consulting
Restricted Stock Sales and Selling Plans
Buy-Sell Arrangements, NQDC Plans and Key Man Insurance
Executive Stock Option Monitoring and Execution
Concentrated Stock Strategies and Trade Executions

Neither cSquared Wealth Advisors nor Sunbelt Securities offer tax or legal advice