Business Meeting

Asset Management

Asset management refers to the management of investments on behalf of others. The process essentially has a dual mandate - appreciation of a client's assets over time while mitigating risk.

Business Meeting

Education Savings

It's never too early to start thinking about education savings for your child.  529 plans lets an account owner open an investment account to save for the account beneficiary’s qualified higher education expenses or tuition for elementary or secondary public, private, or religious schools.

Business Conference

Retirement Planning

Retirement planning is a multistep process that evolves over time starting with thinking about your retirement goals and how long you have to meet them, then types of retirement accounts that can help you raise the money to fund your future.. Retirement planning should include determining time horizons, estimating expenses, calculating required after-tax returns, assessing risk tolerance, and doing estate planning.

Estate Planning

Estate planning is the preparation of tasks that serve to manage an individual's asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes.

Business Discussion

Alternative Investments

An alternative investment is a financial asset that does not fall into one of the conventional investment categories stocks, bonds, and or cash. Alternative investments include private equity or venture capital, hedge funds, managed futures, art and antiques, commodities, derivatives contracts and real estate.

City Business Meeting

Tax Planning

Invoke strategies to reduce income taxes, grow and preserve your wealth and your assets, reduce taxes on your gifts so you can give more. Reduce your investment taxes, Defer income so you can keep your money now, and pay less in taxes later. Do some retirement planning so you can enjoy your later years, reduce your estate taxes, which helps your family when you’re gone.

Small Biz / Entrepreneurship

Small business owners and self-employed individuals have various suitable investment vehicles that they can take advantage of. Plans that allows for higher tax-deductible contributions, tax-deferred growth, and employer matching tax-deferred retirement savings plan with flexible contribution limits. Let us set up a Simplified Employee Pension (SEP) IRA Safe Harbor 401(k) A SIMPLE IRA, or Savings Incentive Match Plan for your enterprise.