Services

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•  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

• 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

 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

 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

•  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