We look at financial planning as the following:

1. Retirement and cash flow planning. We will assess each client’s assets, liabilities, and future cash flows as they relate to their goals.  We will evaluate the sources of cash flow, such as dividends, interest, capital gain, social security and pension income.  Nason Hill believes in the concept of “total return” for investments. This allows for capital gains to contribute to future cash needs and a possibly higher total return than simply staying with traditional income from bond investments.
2. Tax planning. While we are not tax accountants, we will work with each client to properly positon assets and transactions to minimize tax payments.
3. Consultation on various areas including stock options and restricted stock strategies, 401k(s), pensions and deferred compensation, educational funding, estates and trusts, and charitable giving.