Wealth
Management & Investment Services
Professionals
Financial Planning
We
define and implement a tailored Investment
Policy using various financial products and
strategies to help achieve desired outcomes.
Investment Tax Planning
By understanding the various Schedules,
deductions, adjustments and credits on the
tax return as well as three principal forms
of income (earned, passive and portfolio),
we may uncover ways to reduce a client’s
income tax liability.
Special Situations Planning
We have an acquired expertise in the types
of events that generally occur only once in
a lifetime, such as the sale of a business
or commercial property, divorce from a
successful spouse, an inheritance, an
insurance settlement, or a lottery win.
Retirement Planning
Our core talent includes crafting
personalized retirement plans using
proprietary software (and our specialized
processes) to help clients realize their
unique vision of financial independence.
Corporate Executives & Highly-Compensated Employees
Investment Risk Management
Our
experience enables us to help our clients
manage risks associated with concentrated
single stock positions as well as advise
retirement plan fiduciaries/trustees.
10b5-1 Plans
We are
able to advise on timing and disposition of
company stock for corporate insiders.
High Net-Worth Individuals
For
high net-worth individuals, we offer
alternative investments such as managed
futures, energy exploration programs, REITs
and derivatives to help optimize a
portfolio’s risk/reward.
IRC 1031 - Like-Kind Exchange
By
utilizing provisions of the IRC, we assist
clients in deferring payment of capital
gains taxes resulting from the sell of
income-producing real estate or business
property.
Corporations
Business Retirement Services
We
can help determine appropriate retirement
plans for your company, including 401(k)
plans, SEPs, SIMPLEs and defined benefit
plans.
Cash Management
We
regularly advise on a range of highly liquid
short-term investments to fulfill
operational requirements and minimize risk
to principal.
Deferred Compensation for Key Talent
We
consult and structure deferred compensation
and supplemental 401(k) plans for executives
or specially-skilled talent.
ERISA 404(c)/Retirement Plan Consulting
We
utilize industry “best practices” and
contemporary tools to reduce liability of
qualified plans and to enhance the overall
plan-process.
Group Health and Welfare Plans
Our
independent status allows us competitive
access to health, life, disability,
long-term care and pension insurance for
employer-groups with major insurance
carriers. |