WEALTH ACCUMULATION

WEALTH ACCUMULATION
  • Financial Planning
  • Executive Compensation
  • ARC™ Process
  • Investments Advisory
  • IRA Rollovers

In the accumulation phase of planning, a strategy of asset allocation is used to accumulate wealth by diversifying holdings among different types of investments to balance risks and rewards. However, Wealth accumulation involves far more than simply choosing investment funds. Proper planning must incorporate strategies that take into account current and anticipated tax ramifications and take advantage of tax savings today and in the future, while maintaining adequate flexibility for changing needs.

  • Executive Compensation
    • Deferred Compensation Plans
    • Supplemental Executive Retirement Plans (SERP)
    • After Tax Deferred Compensation Plans (162 Bonus)
  • College Funding 529 Plans
  • Individual Retirement Accounts/ 401(k) rollovers
  • Investment Advisory
  • ARC Process™
    • The ARC Process™ was developed to provide clarity for the complexity in retirement planning. The process involves performing a detailed cash flow analysis which is then used to create a custom plan to help our clients achieve their retirement goals. Our various tools are designed to protect our client from the unexpected events that might obstruct their path.
  • WEALTH MANAGEMENT SYSTEM
    • Our Wealth Management System is a secure, personal financial homepage that provides you with a consolidated view of your entire financial picture. This intuitive user interface allows you to monitor your investments, measure your Net Worth, and track spending habits.