YourStake

• Produce comprehensive financial plans on behalf of affiliated advisors across retirement, tax, estate, education funding, insurance, cash flow, Social Security analysis, and more. • Run detailed tax analyses including Roth conversion modeling and tax-efficient withdrawal strategies. • Build estate planning scenarios and coordinate with advisors on trust, gifting, and wealth transfer strategies. • Review client documents to identify planning opportunities. • Serve as a trusted planning expert to independent advisors, preparing them for client meetings with deliverables and talking points. • Help define and refine the workflows and quality standards for centralized planning. • Evaluate and optimize the financial planning technology stack.