Services
Exploring every way to
alleviate financial stress.
When you work with Fathom Advisors, you are not limited to retirement planning or investment strategies. Our knowledgeable team will help you identify, address, and plan for financial stressors and opportunities you might not even know exist. Together, we will create a map to help get you from Point A to where you want to be.
Our Services
Retirement & Goal Planning
- Income Projections
- Pre-Retirement Goal Planning
- Mortgage & Debt Payoff
- Major Purchase Planning
- Pre-Medicare Health Care Planning
Tax Strategies & Planning
- Current & Future Tax Planning Strategies
- Taxable, Tax-Deferred, and Tax-Free Investments
- Asset Location Strategies
- IRA and W-4 Withholding Recommendations
- Charitable Giving
- Roth Conversion Strategies
Executive Compensation
- Restricted Stock
- Stock Options
- Security Concentration and Divesting
- Covered Call Options
- Deferred Compensation
- Non-Roth After-Tax 401(k) Contributions
Charitable Giving
- Qualified Charitable Distributions (QCDs)
- Donor-Advised Funds
- Legacy Planning with Charitable Intent
- Charitable Trust Strategies
Estate Planning
- Review Existing Estate Plan: Will, Health Care Directive, & Durable Power of Attorney Documents
- Beneficiary Audit
- Identifying Assets Subject to Probate
- Home Titling & Ownership Concerns
- Trust Considerations & Strategies
- Estate Planning Attorney Referrals
- Estate Tax
Exit Planning
- Business Structure Review
- Valuations
- Multi-Year Road Map
- Coordination of Professional Advisors (Accountants, Attorneys, etc.)
- Liquidation Event
- Tax Planning
College Planning
- Identifying Funding Goal
- 529 Plans
- Managing Risk Tolerance
- College Search Service Referrals
- Complimentary Financial Planning Appointment With Your Recent Grad
Social Security & Required Minimum Distributions (RMD)
- Retirement Income Planning
- Required Minimum Distributions Planning & Projections
- Social Security Strategies
- Tax Planning for RMDs and Social Security Income
Cash Management
- Emergency and Strategic Cash Reserves
- Maximize Interest Earned on Cash
- Income and Cash Flow Planning
Insurance
- Life Insurance Needs Analysis
- Evaluate Long-Term Care Insurance Options
- Disability Insurance Guidance
- Evaluate Employer Coverage
Employer Benefits
- Open Enrollment Support
- Investment-Related Benefits
- Navigation of Benefit Elections
- Health Savings Accounts
- Employee and Spouse Life Insurance and Disability
- Legal Insurance