Services.
LaMacchio Financial Group provides comprehensive Goals-Driven Planning and Investment Management options for clients along with the optional concierge services listed below.
1.
INVESTMENT PLANNING
• Review of Portfolio
• Asset Allocation
• Time Horizon
• Withdrawal Strategies
• Stock Concentration
• Review Investments Held Outside the Firm
• Time Horizon
• Withdrawal Strategies
• Stock Concentration
• Review Investments Held Outside the Firm
2.
ESTATE PLANNING
• Wills
• Power of
Attorney
• Living Will
• Health Care
• Proxy
• Trusts
• Irrevocable Life
• Insurance Trusts
• Estate Taxes
• Guardians for
Minor Children
• Charitable Giving
and Trusts
3.
RETIREMENT PLANNING
• Retirement Goal
Setting
• Social Security
and Medicare
• Business
Planning
• IRA Contribution and Conversions
• Employer-
Sponsored Plans
and 401(k)'s
• Annuities and
Pensions
• RMD's and
Withdrawal
Strategies
• Self-Employed
Retirement Plans
1.
INVESTMENT PLANNING
• Review of Portfolio
• Asset Allocation
• Time Horizon
• Withdrawal Strategies
• Stock Concentration
• Review Investments Held Outside the Firm
• Time Horizon
• Withdrawal Strategies
• Stock Concentration
• Review Investments Held Outside the Firm
2. ESTATE PLANNING
• Wills
• Power of
Attorney
• Living Will
• Health Care
• Proxy
• Trusts
• Irrevocable Life
• Insurance Trusts
• Estate Taxes
• Guardians for
Minor Children
• Charitable Giving
and Trusts
3. RETIREMENT PLANNING
• Retirement Goal
Setting
• Social Security
and Medicare
• Business
Planning
• IRA Contribution and Conversions
• Employer-
Sponsored Plans
and 401(k)'s
• Annuities and
Pensions
• RMD's and
Withdrawal
Strategies
• Self-Employed
Retirement Plans
4.
CASH FLOW
AND BUDGET
• Income Sources
• Expenses and Budgeting
• Debt Management
• One-Time Expenses
• Planned Large Expenses
• Emergency Funding
• Dollar Cost Averaging
• Mortgage Review
• Lines of Credit
5.
INCOME TAX PLANNING
• Review of Cost- Basis
• Review Realized Gains
• Carry Forward Losses
• Tax Loss Harvesting
• Deductions and Credits
• Potential Roth Conversions
• Health Savings and Flexible Spending Accounts
6.
ASSISTANCE TO LOVED ONES
• Gifting
• Education Planning
• Caring for Elderly
• 529 College Savings Plans
• Roth IRA's for Children
• UGMA/UTMA
4.
CASH FLOW
AND BUDGET
• Income Sources
• Expenses and Budgeting
• Debt Management
• One-Time Expenses
• Planned Large Expenses
• Emergency Funding
• Dollar Cost Averaging
• Mortgage Review
• Lines of Credit
5.
INCOME TAX PLANNING
• Review of Cost- Basis
• Review Realized Gains
• Carry Forward Losses
• Tax Loss Harvesting
• Deductions and Credits
• Potential Roth Conversions
• Health Savings and Flexible Spending Accounts
6.
ASSISTANCE TO LOVED ONES
• Gifting
• Education Planning
• Caring for Elderly
• 529 College Savings Plans
• Roth IRA's for Children
• UGMA/UTMA
Got a Question?
Let’s talk.
Fill in the form or call to set up a meeting at
248.457.4568.
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