Argentum Collective
Home
About AFC
Services
Contact Us
Argentum Collective
Home
About AFC
Services
Contact Us
More
  • Home
  • About AFC
  • Services
  • Contact Us
  • Home
  • About AFC
  • Services
  • Contact Us

Services

Investment Strategy & Implementation

Investment Strategy & Implementation

Investment Strategy & Implementation

  •  Customized asset allocation tailored to your goals
  • Tax-efficient and tax- advantaged strategies
  • Opportunities for tax-deferred and tax-free growth
  • Balanced focus on growth and income objectives
  • Strategies for short, intermediate, and long-term horizons
  • Rigorous due diligence on all investments
  • Collaborative, client-centered decision-making
  • Ongoing monitoring with regular reviews and adjustments

Tax Prep & Planning

Investment Strategy & Implementation

Investment Strategy & Implementation

  • Preparation and filing of domestic and international tax returns
  • Federal, state, and foreign tax reporting, including FBAR compliance
  • Guidance on quarterly estimated tax payments
  • Regular quarterly reviews to optimize tax strategy
  • Planning for tax-advantaged and tax-deferred opportunities

Risk Management

Investment Strategy & Implementation

Cash Flow Planning

 Comprehensive needs assessment and rigorous due diligence


Tailored protection solutions, including:

  • Disability and career-ending coverage (PTD)
  • Contract protection
  • Loss-of-value safeguards
  • Property and casualty coverage
  • Coverage for jewelry, fine art, and other valuables
  • Kidnap and ransom protection

Cash Flow Planning

Additional Services

Cash Flow Planning

 Establish monthly budgets

  • Manage tax implications on gross and net income
  • Balance short-term needs with long-term goals
  • Strategically manage and reduce debt
  • Private banking & bill-pay services

Additional Services

Additional Services

Additional Services

  •  Business formation, banking, and consulting
  • Loan review, procurement, and ongoing management
  • Mortgage, vehicle, boat, student, and business loans
  • Credit monitoring and optimization
  • Business investment review and strategy
  • Support for foundations and charitable initiatives
  • Financial consultation and periodic reviews
  • Tax preparation and planning

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