Along with our mission statement, our firm strives to assist our clients in growing, protecting and distributing their assets in the most efficient way. We accomplish this by taking a holistic approach with each of our clients. Where most traditional brokerage firms stop with the sale of a product, our firm goes the extra mile to insure that our clients get a lot more than just a high commission product.
Our services include the following:
We work with each of our clients to construct a comprehensive financial plan. Each plan is customized for our clients to insure that we accurately and efficiently assist our clients. Our plans include, but are not limited too, information pertaining to:
- Asset Protection
- Income Protection
- Investment Analysis
- Debt Management
- Wealth Transfer
- Exit Strategy Planning
As a firm, we offer the following services around the management of our clients investments:
- Comprehensive Investment Management (using a compilation of Equities, Bonds, Mutual Funds, ETF’s, Options, Alternatives and cost efficient Institutional Money Managers).
- Account Evaluations - We have the ability and tools to evaluate most outside accounts of our clients. This allows us to perform an efficiency study to insure that the current investment plan matches the clients objectives.
- Aggregated Investment Services - We have the software and ability to properly manage many outside accounts such as client 401k's and Pensions. This allows us to efficiently manage the clients investments as a whole.
As a part of our services, we are committed to insuring that our clients have the right amount of protection. As a firm, we assess our clients personal liability exposure, review the current protection in place and finally make recommendation of any shortages or problems with current coverage's.
Cash & Debt Management
Through our planning process we work with clients to better organize their cash inflows and outflows. We assess your current assets and liabilities and make sure that your exposure is being efficiently managed. As a part of our services we are committed to stay on top of what rates are doing and work closely with banks to have a working knowledge of their requirements and rates. We also help our clients better manage their cash management needs.
Tax Planning and Preparation
Tax planning and preparation in conjunction form a winning combination for our clients. Our team supports our clients in the following areas:
- Develop strategies to help reduce your total tax burden
- Help you make tax-sensitive investment decisions
- Provide alternative financial structures to deliver tax advantages
- Tax Preparation
Family Office Services (Concierge Services)
Our firm offers Family Office services in the following areas...
- Organize and moderate family meetings
- Personal Financial Statements