We provide to our Customers a variety of Portfolio Management, Estate Planning, Asset Protection or Financial Planning Advisory Services regarding the existing financial resources based upon an analysis of their current situation, goals, and objectives. Generally, such financial planning and consulting services will involve preparing a financial plan or rendering a financial consultation for clients based on the client’s financial goals and objectives.
This planning or consulting may encompass one or more of the following areas: Investment Planning, Retirement Planning, Estate Planning, Charitable Planning, Education Planning, Corporate and Personal Tax Planning, Cost Segregation Study, Corporate Structure, Real Estate Analysis, Mortgage/Debt Analysis, Insurance Analysis, Lines of Credit Evaluation, Business and Personal Financial Planning. Our written financial plans or financial consultations usually include general recommendations for a course of action.
We also may carry on upon customers’ approval to introduce them to special Agencies initiate or revise investment programs, create or revise wills or trusts, obtain or revise insurance coverage, commence or alter retirement savings, or establish education or charitable giving programs. We refer clients to an accountant, attorney, or other specialist as necessary for non-advisory related services. For written financial planning engagements, we provide our clients with a written summary of their financial situation, and our firm’s observations and recommendations.
All the above involve the detection and elaboration on:
- Short and long term goals
- Income tax reduction strategy
- Investment plan/policy
- Asset protection strategy
- Estate tax planning strategy