Our Services

Comprehensive Financial Planning (provided through Somerset CPAs, P.C., an independent Indiana Registered Investment Advisor)

  • Lifestyle needs analysis
  • Financial independence planning
  • Income tax analysis/planning
  • Education planning
  • Insurance needs analysis
  • Cash flow analysis
  • Investment plan analysis
  • Plan development and implementation

Advanced Estate Planning (provided through Somerset CPAs, P.C.)

  • Development of asset protection strategies
  • Coordinated planning and implementation

Risk Management (provided through Somerset CPAs, P.C.)

  • Analyze and assess insurance needs
  • Review current insurance plans
  • Recommend appropriate amounts and cost structure
  • Coordinate implementation

Retirement Plan Consulting (provided through Somerset CPAs, P.C.)

  • Qualified plan consulting for profit sharing/401(k) plans, 403(b) plans, Keoghs, Simple IRAs, IRAs (rollovers)
  • Current plan investment analysis
  • Roth conversion analysis and planning

Investments

  • Investment Management (provided through Huntleigh Securities Corporation, Member FINRA and SIPC)
  • Asset allocation policy determination
  • Investment policy formulation
  • Manager search and selection
  • Periodic portfolio rebalancing
  • Ongoing manager evaluation

Elder Care Services

  • Daily Money Management Services
  • Risk Management Review
  • Government Benefits Review & Analysis
  • Estate Plan Review & Execution

Family CFO Services

  • Daily Money Management Services
  • Risk Management Review
  • Estate Plan Coordination
  • Tax Planning & Compliance
  • Alternative Investment Guidance
  • Administration of Family Limited Partnerships, Grantor Trusts & Irrevocable Life Insurance Trusts