Rule #1: Create a wealth accumulation strategy that reduces risk and aligns with your overall goals.
To build a strong portfolio, we immediately determine how to manage or transfer risk and develop a plan for avoiding or minimizing undue exposure. A separate but equal line of defense is a long-term strategy designed to minimize tax liability.
Address individual needs, asset allocation and types of securities based on goals and risk tolerance
Develop wealth accumulation strategies that align with financial goals
Identify sources of risk and develop plan to avoid or minimize exposure
Help minimize financial and other losses associated with assets, business or health
Help minimize tax liability associated with individual and business investments
Protect the value of a business and ensure asset distribution supports retirement
Evaluate financial status to develop a wealth accumulation strategy
Address growth and tax-efficient distributions
Develop plan that ensures retirement assets are left to the next generation
Create master plan for managing property during life and distribution at death
Maintain control over assets during lifetime to provide care if disabled