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
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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Press
Marc D. Langva CFP®, Jason P. Clark MBA, CFP®, and
Jaime L. Langva CFP® were awarded Five Star Wealth Manager status for best in client satisfaction as seen in Minneapolis/St. Paul and Twin Cities Business Magazines. Click learn more for details about the individual awards and read the full disclosure.
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