FINANCIAL PLANNING SERVICES

• Portfolio Investment Management -  we design a portfolio unique to your circumstances in order to match your investment goals with  your investment tools.

• Retirement Portfolio Tax Management - often your largest tax liability, we evaluate your options for tax-free distribution strategies.

• Retirement Income Management - provide you strategies for increasing income over time while protecting your principal.

• Annual Income Tax Management- initial and ongoing evaluation of income tax return to ensure you are taking advantage of all opportunities to reduce your annual tax liability.

• Estate Distribution Planning - strategies that help you structure a meaningful distribution of your assests in the manner you desire.

• Legacy Planning - we assist you in developing a legacy for your family (or charities) that supports your value system in a positive and meaningful way.

The majority of our planning services are delivered on a fee basis.  The fee is determined on the amount of work involved in any specific project.  Portfolios are managed on a fee schedule that is based on a client's individual portfolio design and structure.

Financial Planning and Investment Management Services offered through Jolliffe Capital, Inc., Registered Investment Advisor. Investments May Lose Value. Past performance is not indicative of future results. www.happy401k.com is a DBA of and is owned by Jolliffe Capital, Inc.

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