Helping to make your goals a reality.

 

Financial & Tax Planning

 
There is a constant influx of changes in life that have a large impact on your finances and how you approach them. This takes deliberate planning. Whether you are retiring, selling your business, or in your high earning years and want to make sure your finances are aligned with your goals, we are here to help. 
 
  • Income Planning
     
  • Retirement Planning
     
  • Financial Simplification
     
  • Stock-Based Compensation Analysis
     
  • Tax hypothetical planning
     
  • Tax estimations
     
  • 401(k) Rollovers
     
  • Withdrawal/distribution planning
     
  • Roth Conversions
     
  • Social Security Strategies
     
  • Pension Analysis
     
  • Cash Management
     
  • Health Savings Accounts

  • Employer Benefits

     

  • Business sale navigation

     

  • Inheritance planning

     

  • Deferred Compensation Analysis

     

  • ESPP Analysis

     

  • Securities-Based Lending Options

     

  • Mortgage Planning

     

  • Real estate purchase planning

     

  • College and 529 account planning

     

  • Qualified charitable distributions

     

  • Appreciated securities gifting

     

  • Self-employed and small business retirement plans

     
  • CPA partnerships and referral
 
 

 

Investment Management

 
As Fiduciaries, we believe in striving for our client’s best interests when creating investment portfolios. Meet your goals with optimized portfolios. 
 

  • Personalized Strategies

     

  • Asset class diversification

     

  • ETFs and Mutual Funds

     

  • Low cost index funds

     

  • Alternatives(Private equity, Venture, real estate)

     

  • Custom risk management

     
  • Direct Indexing/SMA

  • Municipal Bonds

     

  • ESG and Values-Based Portfolios

     

  • Option Strategies

     

  • Securities Backed Lending

     

  • Highly Appreciated and single stock Management

     

  • 529 College Savings Plan

     

  • Tax-Loss Harvesting

     
  • Appreciated stock gifting
 
 

 

Estate & Insurance Planning

 

  • Navigation of will/trust decision

     

  • Federal and State Estate Tax Planning

     

  • Gifting Strategies

     
  • Estate Settlement

  • Insurance needs analysis

     

  • Disability Insurance

     

  • Long-Term Care Insurance

     

  • Term Life Insurance

     
  • 1035 Exchange Analysis
 
 

 

 

Wealth Management brings peace of mind

Talk to a Gevers Wealth Advisor today