Services
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The Best
At Underhill Financial, we provide comprehensive wealth management services to help you achieve your financial goals
Retirement Planning
•Retirement needs analysis
•Social Security (old Age, Survivor, and Disability Insurance, OASDI)
•Types of retirement plans
•Qualified plan rules and options
•Other tax-advantaged retirement plans
•Regulatory considerations (RMD’s; Pre-mature withdrawals)
•Key factors affecting plan selection for businesses
•Investment considerations for retirement plans
•Distribution rules, alternatives, and taxation
Financial Planning
Our client-centered approach focuses on current financial situations, setting long-term goals, creating a tailored strategy for investments, retirement, taxes, and estate planning, and regularly reviewing and adjusting the plan to adapt to changes and monitor for financial success.
Investment Management
•Characteristics, uses and taxation of investment vehicles
•Types of investment risk
•Quantitative investment concepts
•Measures of investment returns
•Asset allocation and portfolio diversification
•Accumulation & Distribution
•Portfolio development and analysis
•Investment Strategies
Estate Planning
•Characteristics and consequences of property titling
•Estate planning documents
•Gifting strategies
•Incapacity planning
•Powers of appointment
•Types, features, and taxation of trusts
•Charitable transfers
•Deferral and minimization of estate taxes
•Fiduciaries
Tax Planning*
•Income taxation of trusts and estates
•Cost Basis Reporting & Tracking
•Tax consequences of the disposition of property
•Tax reduction/management techniques
•Passive activity and at-risk rules
•Tax implications of special circumstances
•Charitable contributions and deductions
Insurance Planning
• Principles of risk and insurance
• Analysis and evaluation of risk exposures
• Health Insurance and health care cost management (individual)
• Disability Income Insurance (individual)
• Long-term care insurance (individual)
• Annuities
• Life insurance (individual)
• Income taxation of life insurance
• Business uses of insurance
• Insurance needs analysis
*Cambridge does not provide tax or legal advice.
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Let us partner with you to help achieve your financial goals and secure your future.
Contact us today to schedule an introduction meeting and take the first step toward a brighter financial future.