There are many other personal financial matters that are unique to each household which may require deeper analysis to determine an optimal solution. Some examples include evaluating how much life insurance to maintain, figuring out the amount of debt you may qualify for when obtaining a mortgage or best terms for refinancing a home, as well as assessing the strategies for exiting a restricted or low basis stock position. In these instances, SMS can act as an independent sounding board and provide necessary analysis along with recommendations.
Furthermore, we also work alongside your current advisory team (i.e. CPAs, attorneys, insurance agents, bankers, etc.) or bring additional resources from our well-vetted network of professionals to help you accomplish your goals.