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We provide a full range of financial services to meet client needs. Financial services are divided between core and non-core services.
Core financial services are included for all full service clients. Clients engaged for portfolio management only are provided core and non-core financial services billed hourly or as a paid retainer.
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- Advises clients on forms, types, structure and access to qualified and non-qualified gifting based on clients personal, tax and estate planning considerations
- With longer life spans, more clients are dealing with elder care needs for themselves and their parents
- Advisor assists with medical, financial, custodial and lifestyle issues
- Oversee the process of design, funding and servicing the needs of the trust
- Provide services to clients on the cost, cash flow, profit and loss, and tax considerations of owning and/or renting vacation homes and investment property
- Business consulting in the design, implementation and on-going services for retirement, 401(k) and other employer based plans
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©2010 St. John & Associates, Inc. All rights reserved.
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