Graham Ewing (CFP®, MBA)
Graham Ewing focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
I also specialize in United Parcel Service (UPS) employees. Here are a few of the questions that we help answer:
- What should I do about the concentration risk associated with all my UPS stock?
- What tax planning opportunities can I take advantage of with my UPS stock?
- What pension option should I choose when I retire?
- What are my retiree health insurance options?
- How does Net Unrealized Appreciation work with UPS Stock in my 401(k)?
- How should my 401(k) be invested?
NAPFA Start Date
April 08, 2013