Financial Planning
Sierra Hotel Financial provides comprehensive, evidence-based planning in the following areas:
Investment Planning
Portfolio allocation
Account selection
Contributions
Equity Compensation
Tax Planning
Distributions/conversions
Capital Gains
Tax Projections
Assist with proper withholdings
Retirement Planning
Social Security
Medicare
Portfolio Distribution
Annuities / Pensions
Estate Planning
Document Preparation via partnership with Wealth.com
Trust Funding
Charitable Giving
Goal Planning
Education Funding
Big Purchases (homes, vacations, boats, etc.)
Debt Planning
Most Efficient Payment Plan
Financing vs Cash Purchase
Insurance Planning
Life Insurance
Disability Insurance
Long-term Care Insurance
Transition Planning
Military Retirement
Final Retirement
Job Transitions/Benefits Analysis
Business Start-ups/exits
Real Estate Investments/Sales
Marriage/Divorce