978-347-0474
Portfolio Management – benefit by a disciplined approach of selecting investments to help you pursue your goals
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Risk Tolerance Analysis – insure that your portfolio is designed to move within your own comfort zone
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Asset Allocation – identifying the allocation of Stocks & Bonds, that is most-appropriate for you
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Manage your investment costs – benefit by using lower-cost methods of investing to keep more your profit for yourself & family
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Performance Evaluations – face-to-face meetings to review your performance versus the both the benchmarks and your personal goals
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Manage your Employee Stock Options – understanding how your options work and the implications of holding or selling your options
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Investments offered – Exchange Traded Funds, Mutual Funds, Separately Managed Accounts, Index Mutual Funds, Managed Exchange Traded Funds, Stocks, Bonds & Alternative Investments, Structured Notes, as well as investments for Accredited Investors
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Investing involves risk including loss of principal. No strategy, including asset allocation assures success or protects against loss.​
Building Your Wealth
Wealth Management Services Offered
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Understand “where your money goes” to get your finances on track!
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Get ready for educating your children
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Create positive goals to meet your dreams for the future
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Comprehensive Retirement Planning, or “When can I retire?”
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Understanding and managing your marginal tax bracket to avoid paying “extra” taxes
Getting Organized
Financial Planning
Estate Planning
Preserving Your Wealth
Estate Planning Strategies - position your wealth to transition smoothly tor the next generation
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Tax Strategies – focus on maximizing wealth to be passed to the next generation, while reducing taxes for everyone involved
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Distribution Strategies – explore trusts, tax-free life insurance benefits and tax-fee step-up’s in basis to reduce the total tax bill across both you and your heirs
Making Your Money Last
Wealth for Life
Managing your Distribution - ensure your distributions don’t cause you to run out of money
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Manage your taxes – tax management to increase after-tax income
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Financial Planning – uncovering changes to your budget and liabilities to help make your money last longer
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Distribution Strategies – design a distribution strategy based on “selling high” and “buying low”
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