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.