Wealth Planning Services (WPS):

  • Financial Planning
  • Cash Flow Planning
  • Retirement Planning 
  • Income Planning & Pension Maximization
  • Tax-Free Retirement Strategies
  • Education Planning
  • Estate Planning
  • Charitable Giving

Effective wealth planning requires an understanding of where you are today and where you want to go. Beginning with a review of your goals and current financial situation, StreamSong Advisors will invest the time to understand and articulate your financial world. Regardless of the complexity of your situation, the breadth of our team’s experiences will help you navigate a course to your financial destination.

Understanding your current situation and your financial goals allows us to construct a portfolio blueprint that aligns with you. Following that blueprint, we design an asset allocation framework which is customized to meet your specific objectives for return, cash flow, growth, preservation, and stability. Within these broad guidelines, as markets change, tactical adjustments are made to the portfolio’s specific allocations to enhance return while managing risk.


Divorce Financial Planning Services (DFPS):

Gathering and Evaluating Financial Disclosure Data

  • Modeling Post-Divorce Financial Scenarios
  • Valuing and Dividing Assets
  • Personal vs. Marital Property
  • Retirement Assets and Pensions
  • Taxable vs. Tax Deferred Assets
  • Spousal and Child Support
  • Expert Witness Testimony

Through the process of constructing comprehensive wealth plans for our clients, we found a growing number dealing with the unique complexities of divorce. 

Our goal is to relieve some of our clients’ stress about finances to enable them to focus more emotional and mental energy on other issues. We do this by adding value as part of a client’s divorce team by providing financial advice ranging from pre-divorce planning through settlement negotiations and into post-divorce financial and investment management.  As part of our client’s divorce team, we help bolster overall financial proficiency and allow the other professionals to focus more energy on their areas of expertise.  


Life Insurance Services (LIS):

  • Term
  • Whole Life
  • Universal Life

Life insurance is a basic financial tool that can be used to manage the risk of loss and effectively provide income replacement for a family upon the death of a wage earner. When properly structured, life insurance is a unique financial instrument that provides flexibility and leverage in estate and wealth planning. It is one of the only financial instruments that can be designed specifically to meet client needs and objectives with respect to funding, withdrawals, risk, and benefits. We periodically review your insurance policy as family circumstances may shift to ensure that it is still the right fit for you.