Private Wealth Management.

“Two roads diverged in a wood, and I - I took the one less traveled by, and that has made all the difference.” ~Robert Frost

Services

WEALTH MANAGEMENT

OBJECTIVE: I want to be WorkOptional

PORTFOLIO MANAGEMENT

*Includes all portfolio management services

IMPLEMENTATION OF PLAN

  • Opening of Accounts
  • New Account Tracking
  • Review of Accounts

INVESTMENT PLANNING

  • Understanding Interest Rates and the effect on Stock and Bond Markets
  • Discipline to remain an Investor in Up and Down Markets
  • Understanding the Difference between Asset Classes

FINANCIAL POSITON

  • Personal Goals & Objectives
  • Statement of Financial Position
  • Cash Flow Analysis

RETIREMENT PLANNING

  • Retirement Income Analysis
  • Funding Qualified Plans
  • Distributions from Qualified Plans vs. Non-Qualified Plans
  • Excess Accumulations/Distributions

INCOME PLANNING

  • Options for Qualified Plan Distributions Matching Current Lifestyle Income to Income in Retirement
  • Provisional Income
  • Structuring Pension Payments and Pension Maximization Strategies

PROTECTION PLANNING

  • Disability Needs
  • Liquidity Needs
  • Survivor Needs
  • 2nd Death Liquidity Needs
  • LLC’s and Adequate Property Insurance
  • Planning for Unexpected Events such as
  • Home Repairs or Vehicle Replacement

ESTATE PLANNING

  • Asset Management
  • Asset Transfer
  • Wills and Trusts
  • Durable Power of Attorney
  • Health Care Directive

COLLEGE PLANNING

  • Asset Restructuring
  • Aid Availability
  • 529 Plans
  • Coverdell Plans/Educational IRA’s

SPECIALTY PLANNING

  • Stock Options
  • Small Business Planning Business
  • Entities and Tax Effective Corporate Structures
  • 1035 Exchanges

TAX PLANNING

  • Estate Tax
  • How best to Defer or Avoid and Plan for Taxes
  • Tax Efficiency of Equities
  • Tax Effective Vehicles

REAL ESTATE PLANNING

  • 1031 Exchanges
  • Depreciation Schedules and Recapture
  • Holdings Analysis

SOCIAL SECURITY & PENSION PLANNING
CONTINUATION OF CARE PLANNING
VISION
TIME-HEALTH
RELATIONSHIPS
TRANSACTION-TRANSISTION
TRANSPORTATION
SHELTER

PORTFOLIO MANAGEMENT

OBJECTIVE: Fantastic Portfolio Returns

INVESTMENT MANAGEMENT

  • Asset Allocation
  • Portfolio Rebalancing
  • Investment Research
  • Performance of Equities
  • Tenure of Managers
  • Expenses of Mutual Funds/ETF’s
  • Risk Adjusted Returns
  • Time Horizons and how to Properly Evaluate Returns
  • Tax Efficiency
  • Turnover
  • Inside Ownership
  • Clients’ Returns
  • Standard Deviation
  • Alpha/Beta
  • Convolution

IMPLEMENTATION OF PLAN

  • Opening of Accounts
  • New Account Tracking
  • Review of Accounts

 

 

 

 

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