Much of the financial advice you'll encounter is simply about investments; however, we know that money is about more than investing—your financial well-being is a foundational component of your life.

You may be saving for retirement, saving for college, paying down debt, or supporting a charity that inspires you.

Sweetgum Labs Expertise Encompasses:

• Financial Planning (401k, retirement, executive stock options, education etc)

• Portfolio management (stocks, bonds, alternatives, CD’s, etc)

• Career coaching (Black Scholes, Capacity to change career analysis)

• Life/LTC/Medical/Annuity (analysis, multicarrier solutions, Medicare options, 1035 exchanges)

• Estate Planning (Trust formation, Wills, Advanced medical directive, centralizing information)

• Tax Planning (tax loss harvesting, retirement account withdraws, inheritance etc)

• Life planning (goal prioritization, life milestones, family credo)

• Cash Flow (income, pension, SSI, annuity etc.)