One Powerful Strategy to pay less tax, boost your wealth and make an impact

Wealth Management Westport, CT

Explore a Powerful Wealth Planning Tool Interesting strategy to help you pay less taxes, receive a stream of income, and make an impact to causes you are passionate about. Lets learn about the Charitable Remainder Trust (CRT) -Add Capital Cash or Stock -Immediate Tax Deduction -If using appreciated stock, when you sell it, there is […]

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Don’t buy life insurance until you ask these THREE questions!

Financial Advisor Westport, CT

#1: Do you even need life insurance? The only reason you need life insurance is if you lack the financial resources to fill a financial gap if you were to die 3 Common Gaps -Family Maintain quality of life -Financial Obligations Estate taxes Buy out business partner -Charitable Impact #2: How much life insurance do […]

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What is a family office, and how can you have one even if you’re not super-rich?

Wealth Management Westport, CT

A family office: Supports the financial and lifestyle needs of the family Is a truly, holistic, solution-driven approach creates the ability to work with top professionals Wealth management professionals scour over and help with: Wealth Management Investment Management Estate Planning Asset Protection Tax Mitigation Charitable Giving Mergers and Acquisition Family and Personal Support: Families don’t […]

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Five Smart ways of how you can protect your wealth?

Retirement planning Westport, CT

Five Smart Ways to Build a Moat around your Wealth Get protected before a claim against you is made Cover the basics I.e. homeowners policy, umbrella policy, auto insurance, etc. Consider advanced asset protection strategies such as Equity Stripping, Captive Insurance Companies, or Establishing Trusts Equity Stripping: In order to protect yourself against creditors, you’d […]

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Business Owners do you pay too much in taxes?

Retirement planning Westport, CT

Strategies and Tactics for Business Owners Reduce your Taxes Protect your Business Build Serious Wealth How Business Owners can Reduce Taxes and Build Wealth Maximize your tax deductions Make significantly larger contributions (401k, set IRA plans, etc.) Defer taxes on growth Receive the lion share of the funds Reward your employees Predictability of your benefits […]

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Get rid of your money worries forever by Stress Testing your plan, the Super Rich do, so should you!

Wealth Management Westport, CT

Rationale for Stress Testing Used to avoid Potentially Destructive Situations And to ensure you can benefit from every possible opportunity. The Need for Stress Testing: Wealth Plans are dated… circumstances have changed The level and structure of the family’s assets Changes in family and other relationships Wealth planning was done incrementally A piecemeal process Lack […]

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Don’t hire a financial advisor unless he/she understands these SEVEN aspects of your life.

Wealth Management Westport, CT

There are seven steps to achieving your goals The one we will focus on today is Discovery Understanding your values Exploring your goals Exploring your relationships (Are there any relationships you have that you are or soon will be financially responsible for? (Kids, Parents, etc.)) Financials (What is your real net worth?) Professional Advisors Process […]

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What is the SIX STEP PROCESS you should expect from your financial advisor or wealth manager?

Wealth Management Westport, CT

The six step process: Discovery Getting information on your financials Building your team Team of professionals that will help advise you Should work together with your advisors and other members of the team Comprehensive Objective Assessment Framing the recommended course of action You must be able to receive it in plain english, not technical terms […]

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What is the difference between a Financial Advisor and Wealth Manager?

Financial Advisor Westport, CT

Financial Advisor Investment Consulting Financial Advisors normally stop here They’ll ask for your portfolio and recommend based on that. Wealth Manager Investment Consulting Wealth Managers will look at your entire financial life, and build out a team from that. Wealth Enhancement All about boosting cash flow by tax mitigation and debt restructuring For example, When […]

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Why work with a Wealth Manager?

Investment Management Westport, CT

Five reasons why people work with a wealth manager? Complexity Your life becomes increasingly complex as you go throughout life. (Mortgages, kids, businesses, etc.) Change If you were to get married, you’re focus would change. There are going to be changes in tax codes, the market, your business, etc. Time Most people simply don’t have […]

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Stress Testing: Are you 100 percent sure everything in your financial and wealth plans will deliver as promised?

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