Our Services
Services Overview: We offer comprehensive wealth management services for every chapter of your financial journey.
Financial & Estate Planning
Helping you pursue a better financial life
- Legacy Planning
- Life and Financial Coaching
- Liquidity Assessment
- Saving for College
- Managing Risk
- Tailoring Income Distributions
- Budgeting
- Income & Estate Tax Strategy Review and Implementation
- Insurance Needs Analysis & Audit
- Flat Fee Financial Planning Offering
For
example: See our Resources page
Private Wealth
Unifying your families strategy around key financial and non-financial metrics
- Family Office Interface and Coordination
- Estate Plan Consultations
- Legacy Planning and succession preparedness
- Family Governance
- Philanthropic Giving
- Advanced Life Insurance Solutions
- Trust Services
- Professional and Lifestyle Resources
- Connecting our clients to professionals for their financial and non-financial needs
Business & Executive Planning
Advice for entrepreneurs and executives on all the aspects that touch their business and their lives.
- Tax-efficient wealth transfer strategies
- Business Succession Planning
- Emotional Preparedness
- Corporate Retirement Plan Setup or Transition and Implementation
- Employer cash flow analysis and tax minimization strategies
- Strategy planning and coordination of transition to partners or third party
- Strategies for Executives:
-Stock Plan Analysis
-Tax Minimization Strategies
-Retirement Plan Review & Analysis
Alternative Investments
Helping you find the right fit in unconventional strategies
- Tax-Deferred Real Estate Strategies
- High Income Solutions
- 1031 Exchange Options (DST)
- Opportunity Zone Investments
Family Office Services
An alternative to Private Family Offices for clients with more than $10mm Invested with IronOak
- Wealth Management Team Coordination
- Fractional CFO Resources
- Billpay and Expense Bookkeeping
- Estate Plan Management and Monitoring
- Cyber Security Resources
- Charitable Planning and Coordination
Investment Management
Innovative Investment Solutions
- Tax-efficient strategies
- Active Investment Solutions
- Diversified holdings to Reduce Expected Risk
- Managed and direct investment solutions
- Direct investment yield opportunities & Income Strategies
- Customized Portfolios Tailored to Specific Goals
- Real Estate as an Investment
Company Retirement Plans
Corporate retirement plans designed to meet the needs of both employees' and employer
- 401(k), 403(b), 401(a) Plans
- Comprehensive Plan Benchmark
- Transition Support
- Investment Committee and Oversight
- Enrollment and Education Support
- Comprehensive 3(38) and 3(21) Services
