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| What We Do |
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| Helping Clients Protect, Preserve and Transfer Wealth
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Investments, Taxes, Insurance, Estate and Trust* planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.
We are in the business of helping our clients meet all their financial challenges by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. Our approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. I welcome the opportunity to hear from you for a free consultation today. (510) 252- 0135. Email us. Tax Efficient Portfolio Management Effective Estate and Trust* Planning How to Protect your Financial Future Preparing for Retirement 5 Key Financial Challenges Tax Efficient Portfolio Management We want you to keep as much of your hard earned money as possible. We will help you develop a strategy to manage your assets that’s both tax efficient and inflation- protected and customized to your individual situation. Our Prime objective is capital preservation and capital appreciation of your managed portfolio in a tax efficient and inflation protected way under various market and economic conditions. Effective Estate and Trust* Planning Are you aware of the options available to pass on your wealth with the smallest tax liability and greatest benefit to loved ones? You may not or may have a plan which is simply outdated, has not been reviewed recently or does not take advantage of recent laws and legislations. We have experience working closely with CPA’s and attorneys who are experienced professionals and qualified to draft from anything simple living trust* to complex Estate and Trust Planning cases. *LPL Financial Representative offer access to Trust services through The Private Trust Company NA, an affiliate of LPL Financial Four of the most important reasons you need an estate plan are: •To control who manages and receives your assets at your death. •To minimize administrative expenses and legal fees. •To transfer a greater share of your assets to your heirs and favored charities/causes. •To protect your heirs by providing them with wealth management continuity throughout your lifetime and beyond. How to Protect your Financial Future Life can be unpredictable. We can help you sort through contingent financial options that are designed to protect your financial security. Knowing that you have a plan and are prepared to handle unforeseen events can give you confidence. Insurance is a constructive way to protect your future. It can help ensure that your children pay for college, that your spouse will continue to enjoy a familiar lifestyle, that your estate won’t be diminished by taxes and that you’ll be cared for if you become disabled. Do you have adequate? •Life Insurance •Disability Insurance •Surviorship Insurance •Long Term Care Preparing for Retirement Retirement is a major concern. We're living longer-meaning we have more retirement years for which to save and invest. Inflation and Health Care expenses are raising every day. Corporate retirement plans are getting less attractive. It is only the responsibility of the individual investor for saving and investing for retirement. 5 Key Financial Challenges 1.Maintaining existing Lifestyle/Income 2.Increasing or maintaining current Asset level 3.Minimizing Tax Liabilities 4.Affording Health Care expenses 5.Managing Investment Risk Contact us today for a NO Obligation Free Consultation! |
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