Our Services
Vision & Discovery
- Goal Setting
- Organizing Assets and Liabilities
- Identifying Cash Flow
- Uncovering Problems
- Financial Statements
Protection
- Estate Tax Planning
- Asset Protection
- Life Insurance
- Disability Insurance
- Medical Insurance
- Long-Term Care Insurance
- Property & Casualty Review
- Group Benefits
- Professional Liability
Cash Management
- Cash Flow Planning
- Mortgages/Financing Strategies
- Cash Reserves
- Tax Planning & Projections
Retirement / Independence Planning
- Retirement Projections
- Personalized Strategies
- Qualified Plan Settlement Options
- Pension Settlement Options
- Annual Reviews and Adjustments
Investment Planning
- Asset Allocation
- Investment Policy Statements
- Evaluation Company Stock & Option Planning/Exercising
- Investment Real Estate & Tax Considerations
- Independent Investment Advisory Services
- 401(k), 403(b), Single K, SEP, SIMPLE IRA, Roth IRA
- Stock/Bond/CD Brokerage
- 529 Plans, Custodial Accounts, Etc.
Ancillary Planning
- Charitable Giving
- Education Planning & Funding
- Divorce Planning
- Legal Documents/Review
- Management Agreements/Review
- Employee Agreements/Review
- Bonus Agreements/Review
Business Planning
- Business Succession & Continuation
- Business Sale Structure
Retirement Plans
- Deferred Compensation Plans
- Executive Retention
- Key Employee Retention
- Employee Compensation
- Fringe Benefits
Click here to download Mike Tarrant’s Financial Planning Process
Click here to download Mike Tarrant’s Guide to Building Wealth and Security
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