Overview of Services
Income Planning
We’ll evaluate your current income situation and we’ll help to ensure your expenses can be paid month to month with reliability and predictability. Next, we’ll help ensure that we’ve maximized your social security, look into your pension options & decisions, plan for a premature death of a spouse, inflation, & other considerations critical for your income plan.
TAX CONSULTING
The main goal of tax planning is to generate more tax diversification and as much tax free income as possible. This means that we’ll assess your current tax liability; whether it is income taxes, capital gain taxes, or estate taxes and develop strategies to minimize the taxes you pay during your retirement, as well as when passing on your assets to your loved ones.
Real Estate ASSESSMENT
Risk is unavoidable when investing in commercial real estate, but it can be mitigated through experience, extensive due diligence, strategic analysis, and diversification. We carefully evaluate and assess real estate holdings and real estate investment programs along with their underlying real estate market fundamentals.
WEALTH MANAGEMENT
Depending on your risk tolerance and risk capacity, we’ll create portfolios that are customized to your overall financial goals. By being an independent Registered Investment Advisor, we are not tied in with a large “wire house” institution, which means we can offer a universe of funds and equities to create cost-efficient and high quality portfolios.
LEGACY Planning
By working collaboratively with estate planning attorneys, we can help maximize the amount that your beneficiaries will inherit, help control how the funds are dispersed, and minimize future tax liabilities.