Solid Solutions For Your Individual Situation
For individuals, couples and families, a financial plan can serve as an valuable,
lifetime navigation tool that also opens up other financial opportunities.
We will show your family how to plan for college and explain the best financial vehicles
that can accomplish your family's college funding goals.
We will advise and assist you with cash flow planning, tax questions and any
other personal or business-related investment questions and goals.
We will assist you will portfolio construction and measurement and
show you the key metrics that accurately measure your portfolio performance.
Traditional IRA's and Roth IRA's
If you are leaving a company, we can also show you if you should rollover your
401(k)'s assets with no tax implications. We will also advise you on any tax
implications when taking funds from these investments.
Estate planning is replete with tax issues, many of which must be addressed
early in the planning stage.
We will act as a liaison with trusted professionals
who can provide a full suite of solutions
Enhancement Solutions For Your Business
To help motivate and retain employees, various types of qualified plans (401(k),
SIMPLE etc) can easily be offered and implemented within your company.
Depending on the size and type of your company, we can also recommend,
setup and monitor most qualified plans.
Business non-qualified plans are popular for executives and officers of many companies
and can even be offered to employees and contractors.
Since these plans fall outside of ERISA standards, we can easily show you
how to set up and implement these types of plans.
For institutional portfolios, business excutives typically demand advanced metrics that
focus not only on portfolio performance but also on portfolio attribution and appraisal.
We can provide these advanced metrics with both specified benchmarks and attribution effects.