Our Services
Retirement Planning
- Investment analysis
- Budgeting
- Collecting Social Security
- Collecting pensions
- Medicare and supplemental health
coverage review - Tax-efficient savings
Business Planning
- Start-up planning
- Exit planning
- Succession Planning
- Employer-sponsored retirement plan design assistance and management
Tax
planning
- Capital gain/loss harvesting
- Review deduction opportunities
- Identify income-shifting techniques
- Tax-aware investment strategies
- Qualified charitable deductions
Investment planning
- Investment vehicles
- Active portfolio management
401(k), 403(b), and all other employer plan management - Cash alternative strategies
- Risk evaluation
- Diversification
Protection planning
- Life insurance
- Disability insurance
- Long-Term Care insurance
- Identity monitoring
- Medicare planning
Estate
planning
- Executor and Trustee guidance
- Attorney coordination
- Ownership and beneficiary review
education Planning
- College cost analysis
- Funding strategies
- Investment vehicles
- Strategies involving gift and income tax
- Education on financial aid
Major purchase
- Saving for a down payment
- Building cash reserves
- Mortgage and other liability guidance
- Asset protection tips
Inheritance Review
- Estate coordination planning
- Strategies for transferring assets
- Beneficiary review
Elder
care
- Financial support analysis
- Asset protection strategies
- Legacy planning
major health changes
- Reviewing adequate protection
- Social Security review
- Disability review
- Asset protection strategies
career
changes
- Salary benchmarks and offer reviews
- Analysis on employee benefits with recommendations
401(k) distribution planning - Stock option review
401(k) startup
Open enrollment
- Review benefit options
- Beneficiary designations
- Tax-saving strategies
marriage Guidance
- Transition education
- Guidance on merging finances
- Name change
- Beneficiary changes
- Updating your financial plan
divorce Guidance
- Budget assistance
- Transferring assets from one spouse to another
- Reviewing options for separating assets
- QDRO coordination
- Beneficiary changes
- Name change
- Updating your financial plan
growing your family
- Tax strategies
- Benefit review
- Education planning
- Expense review
Debt management
- Debt payoff options
- Debt payoff schedules
- Loan payoff strategies
cash
flow
- Budgeting
- Cash alternative strategies
- Emergency savings account funding
- Understanding financial statements
credit assistance
- Credit education
- Credit report review and recommendations
- Building credit
- Repairing credit
Referral Network
- Mortgage brokers
- Realtors
- Tax advisors
- Attorneys (estate planning,business, family law)
- Insurance agents
- Major purchases – auto, home, recreation
*You are under no obligation to use the services of any of the entities shown and may choose any qualified professional to provide services. These entities and their services are not affiliated with CG Advisory Services and Advanced Wealth Strategies.