Your investment portfolio is structured based on your life goals, needs, time frame and financial objectives. For most families, saving for retirement in your employer’s retirement plan is only one part of the plan. Your investment approach includes saving for the future in taxable investment accounts, in addition to a tax-advantaged retirement accounts such as a Traditional or Roth IRA, 401(k), or 403(b). Taxable investment accounts provide families with the power of building their wealth with the added flexibility to access that money without penalties restrictions on income or contributions. Another key advantage of a taxable brokerage account is the ability to borrow money against the value of the account.
Personalized approach
Your investment account is personalized to meet your goals and objectives. Your portfolio is structured to support your Financial Roadmap.
Investment knowledge
As your trusted financial guide, I’m with you every step of the way. I not only manage your investment strategies but will also help you stay knowledgeable about all things financial. You’ll always understand the reasons behind the investment decisions and recognize how our decisions today will help you reach your goals in the future.
Tax flexibility
Just like your investment portfolio, your tax plan is also unique. Depending on your tax situation, there are many different strategies we can use to potentially minimize tax liabilities. Your plan considers tax-loss harvesting, charitable giving, exemptions, deductions, and more. I provide you with an independent investment perspective on various tax strategies and can refer you to qualified tax specialists, when needed. Although we do not provide tax or legal advice, I’m happy to work with your outside professionals.
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“An investment in knowledge pays the best interest.” –Benjamin Franklin