978-347-0474
Portfolio Management – benefit by a disciplined approach of selecting investments to help you pursue your goals
Risk Tolerance Analysis – insure that your portfolio is designed to move within your own comfort zone
Asset Allocation – identifying the allocation of Stocks & Bonds, that is most-appropriate for you
Manage your investment costs – benefit by using lower-cost methods of investing to keep more your profit for yourself & family
Performance Evaluations – face-to-face meetings to review your performance versus the both the benchmarks and your personal goals
Manage your Employee Stock Options – understanding how your options work and the implications of holding or selling your options
Investments offered – Exchange Traded Funds, Mutual Funds, Separately Managed Accounts, Index Mutual Funds, Managed Exchange Traded Funds, Stocks, Bonds & Alternative Investments, Structured Notes, as well as investments for Accredited Investors
Investing involves risk including loss of principal. No strategy, including asset allocation assures success or protects against loss.
Building Your Wealth
Wealth Management Services Offered
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Understand “where your money goes” to get your finances on track!
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Get ready for educating your children
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Create positive goals to meet your dreams for the future
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Comprehensive Retirement Planning, or “When can I retire?”
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Understanding and managing your marginal tax bracket to avoid paying “extra” taxes
Getting Organized
Estate Planning Strategies - position your wealth to transition smoothly tor the next generation
Tax Strategies – focus on maximizing wealth to be passed to the next generation, while reducing taxes for everyone involved
Distribution Strategies – explore trusts, tax-free life insurance benefits and tax-fee step-up’s in basis to reduce the total tax bill across both you and your heirs
Financial Planning
Estate Planning
Preserving Your Wealth
Managing your Distribution - ensure your distributions don’t cause you to run out of money
Manage your taxes – tax management to increase after-tax income
Financial Planning – uncovering changes to your budget and liabilities to help make your money last longer
Distribution Strategies – design a distribution strategy based on “selling high” and “buying low”
Making Your Money Last
Wealth for Life