CUSTOMIZED INVESTMENT MANAGEMENT
Design, implement, and monitor portfolios - emphasis on asset allocation modeling and tax management.
Help clients determine when they can retire, maximize their social security benefits, etc.
CASH FLOW PLANNING
Utilize portfolio simulation models to aid in retirement planning
Review estate planning documents and determine the capital needed to fund any estate tax liability.
Review the titling of assets and the beneficiary designations.
Review all insurance policies and make recommendations on the amount and type of coverage necessary.
Recommend education savings plans for children or grandchildren.
Develop tax reduction strategies related to investments, compensation, and cash flow.
EXECUTIVE BENEFIT ANALYSIS
Analyze compensation and benefit plans and make recommendations for improvement.
Develop income and estate tax strategies to help clients prepare for major liquidity events.
TYPICAL CLIENTS OF OUR FIRM
Pre-retirement + post-retirement individuals
Corporate Executives + Professionals
Widows, Widowers, + Heirs