Consulting Services:

Estimates for services are provided to clients prior to any official engagement. Estimates are based on the complexity & time required to complete the work. My hourly rate is $250 per hour. My services are available on an hourly basis, per project, or as an annual retainer.

Core Philosophy: #1 Value Add

“I add more quantifiable value to my clients than they pay me - or we don't do business - Period." B.Wren

Retirement Planning

Goal & Target Development

Existing Plan Review - Analysis

Retirement Income Creation

Viability & Draw Down Analysis

Distribution Strategies (Tax Optimization)

Retirement Savings Vehicles

Medicare & Social Security Planning

Planning Strategy Development

Coordinating with Advisors/Strategies (Bringing it all together)

Tax Planning & Strategy

Balance Sheet Optimization (Asset Location)

Heirarchal Capital Allocation ( Balance Sheet -Tax Efficiencies)

Tax Return Review/Analysis:

Key Takeaways

Key Observations

Develop Tax Minimization Plan:

Income Tax (Federal/State/Local)

Estate/ Gift Tax

Excise Tax

Business Tax

Strategic Tax Optimization Options

Coordination Implementation Plan with:

CPA's, EA's, & Attorneys

Business Succession Planning

Business Transition Strategy/Analysis (Exit Plan)
Valuation Analysis
Retirement Plan Development
Employee Benefit Plan Review/Development
Owner Needs Analysis
Financial Statement Review /Creation/ Optimization
Creating a Business

Resource Allocation

Resource Allocation Development/Tracking

Cash Flow Analysis

Capital Sufficiency Analysis

Liquidity Analysis

Debt Analysis/Restructuring (Optimization)

Financing Options/Development

Insurance Needs Analysis

Survivor Needs Analysis/Development

Ad Hoc Projects (Q&A)

Investment Planning/Analysis

Objective Investment Review/Analysis

Existing Risk/Return Profile

Create Financial Overview

Pro's/Con's/Q&A/ Suggestions)

Development Customized Hierarchal Capital Allocation Plan

Investment Education/Options/Analyis:

Investment Vehicle Options

Concentrated Positions

Stock Options (ISO's/RSU's/ESPP's, etc)

Annuity Analysis

Security Analysis

Performance Analysis

Investment Strategy Development

Estate Planning

Existing Plan Review
Estate Planning Education
Estate Plan Flowchart
Liability/ Special Needs Planning
Asset Titling/Beneficiary Review
Estate Planning Strategy Development:
- Asset Protection
- Gifting/ Charitable Giving
- Estate Tax Minimization
Fiduciary Services (Pending)

Doing it Better...

Doing this work has made it glaringly obvious navigating one's financial & tax dynamics requires a skillful steward. I started my journey studying and digging because I didn't want anyone pulling the "wool over my eyes." Never thought I would make a career out of it, but come to find out there are many people desperately seeking objective council and I feel blessed to be able to provide the service.

Thanks in advance for the opportunity...