Our Services

Financial Results Group integrates the disciplines of investment management, risk management, wealth preservation and estate planning into a holistic plan seeking to optimize the way each element works together for you. 

Our services are designed to help you answer the following questions:  How can I get more from my investments?  How much money will I need to live comfortably in retirement?  What is the best way to save for college?  How can I reduce my exposure to risk?  How can I reduce estate taxes and preserve more of my assets for my heirs?  Do I have the right amount of life insurance?   

 

GOAL-BASED
PLANNING

  • Goal Prioritization
  • Major Purchase Goal Analysis
  • Financing & Funding Analysis
  • MoneyGuide Pro Analysis

RETIREMENT
PLANNING

  • Retirement Needs Analysis
  • RMD Strategies
  • Social Security Planning
  • Medicare Referral Service
  • Contribution Strategies
  • Rollover Options
  • Employer Benefits Review
  • Stress Testing

ESTATE
PLANNING

  • Trust Planning & Education
  • Asset Titling
  • Wealth Transfer Planning
  • Gifting Strategies
  • Estate Liquidity Sources
  • Charitable Planning
  • Special Needs Planning
  • Beneficiary Planning

EDUCATION
PLANNING

  • College Costs & Inflation Analysis
  • Funding Strategies
  • Contribution Strategies
  • Education Funding Using Trusts

INVESTMENT
MANAGEMENT

  • Portfolio Review & Analysis
  • Asset Allocation Selection
  • Risk Tolerance Assessment
  • Investment Policy Statement
  • Portfolio Management
  • Tax Managed Investments
  • Tax Loss Harvesting

RISK
MANAGEMENT

  • Life Insurance Planning
  • Annuities
  • Long Term Care Planning
  • Insurance Policy Review
  • Disability Insurance
  • Survivorship Income Planning

EXECUTIVE COMPENSATION ANALYSIS & PLANNING

  • Stock Option Analysis
  • NUA Strategies
  • Deferred Compensation Analysis