1. Wealth Preservation
2. Wealth Enhancement (Globally diversified multi-asset-class portfolios designed and managed specifically for you and/or your business - including 401k's)
3. Wealth Transfer (Estate Planning)
4. Wealth Protection
5. Charitable Giving and Leaving a Legacy
Do you know if your retirement account is really going to be enough to retire? Has your portfolio been properly tax optimized - will it stand up to market downturns?
Do you own a business? Do you have enough liquid assets to take care of your family if you pass? Would you like to take money out of the business in a tax efficient way to accumulate more liquid wealth (reducing your risks and providing you and your family with more options) ? Do you really have a good 401k plan for your employees?
If your advisor has not contacted you personally to go over any of these issues or concerns, maybe you need to take a second look....at your portfolio and your advisor.
There are few who can do the math.
There's an even smaller group who can explain it...
We'll do both for you.
Please contact us for a free portfolio stress test or business financial structure overview.