Services and Added Value

We serve clients in the following areas:

Investment Planning

  • Portfolio Review & Construction
  • Asset Allocation
  • Withdrawal Strategies

Estate Planning and Charitable Giving Considerations

  • Review of Wills
  • Review of Power of Attorney
  • Review of Trusts
  • Estate Tax Planning
  • Review of Guardians for Minor Children
  • Charitable Giving and Trusts

Retirement Planning

  • Retirement Planning
  • Social Security and Medicare Considerations
  • Business Planning Considerations
  • IRA Contributions and Roth Conversions
  • Employer Sponsored Plans and 401k
  • Annuities and Pensions
  • RMDs and Withdrawal Strategies

Risk Management and Insurance

  • Review of Existing Policies
  • Life Insurance Needs
  • Long Term Care Insurance
  • Disability Insurance
  • Health & Homeowner’s or Renter’s Insurance Considerations

Cash Flow and Budget

  • Income Sources
  • Debt Management
  • Dollar Cost Averaging
  • Mortgage Review Considerations
  • Credit Considerations

Income Tax Planning

  • Review of Cost Basis
  • Review Realized Gains
  • Tax Loss Harvesting
  • Health Savings and Flexible Spending Account Considerations

Concierge Service:

  • Coordination with or identifying other financial professionals such as attorneys and accountants.
  • Holding meetings to ensure planning is coordinated and implemented. *
  • Maintaining copies of documents such as insurance policies, estate planning, legal documents and tax returns.

*You are under no obligation to use the services of any of the entities referred and may choose any qualified professional to provide tax or legal services. These entities and their services are not affiliated with LPL Financial and Athene Wealth Management, LLC. 

Athene Wealth Management and LPL Financial, nor their representatives provide legal, tax, or accounting advice. You are urged to consult your own legal and tax advisors for advice before implementing any plan.

Securities and Advisory services offered through LPL Financial, Member FINRA/SIPC