COMPREHENSIVE FINANCIAL PLANNING

We have designed several action programs that allow you to meet not only your personal or corporate immediate needs, but also the long-term goals, minimizing risk and leveraging opportunities and financial resources, deciding In advance the needs of money and its correct application, looking for its best performance generating with this program the maximum financial security.

SERVICES INTEGRAL FINANCIAL PLANNING

• We evaluate goals and objectives; Personal and corporate aspirations
• We develop custom models: sophisticated and formal investment policy statement that serves as our investment roadmap
• We develop a dynamic asset allocation to reduce risks and maximize returns.
• Monitor and review progress toward specific financial goals.
• Rebalancing and adjusting on the basis of changes in assets or corporate, personal and family situation

EDUCATION PLANNING

• We do cost analysis to determine how much a college education will cost and how much you should save.
• We help in the integration of a university savings plan or personal/corporate continuous Education 529 in your global financial plan
• We develop from other sources to finance educational costs, such as financial aid, grants, scholarships, UGMA accounts and more
• We develop the University student Insurance program for minors

RETIREMENT PLANNING

• Retirement Needs analysis .
• We determine the retirement age of destination, location and lifestyle
• We analyze all the sources of income from Social security, pensions, insurance, plans and corporate retirement benefits
• We establish and contribute to eligible retirement plans such as 401k, 403, traditional plans and Roth IRA, SEP, simple and distribution of utilities.

TAX PLANNING

• We develop tax reduction strategies
• We provide timely information on changes in tax legislation
• We coordinate with established CPA companies to access Federal tax repair, state tax preparation, estimated tax calculations, and half year
• Development and implementation of policies for tax administration

HERITAGE PLANNING

• We promote the creation of a lasting legacy that ensures that your goals and values are honored when you are unable to manage your own affairs.
• We project basic property planning documents, such as the trust, the will, the power of the fiduciary contract and the health care agent.
• We provide capital to meet immediate liquidity needs for closing costs
• We maximize the financial benefits of assets for transfer by minimizing taxes and expenses .

BUDGET & CASH FLOW ANALYSIS

• We prepare the States of projected cash flows.
• We promote the budgets to achieve corporate and personal financial security.
• We design management of debt and savings strategies

PERFORMANCE ANALYSIS /CONSOLIDATED REPORTS /ONLINE OPERATIONS

We use software tools and sophisticated next-generation such as:

• NetX
• MoneyGuidePro
• Envestnet

We provide all our customers and linked, online access 24/7 to each of their services and portfolios privately, they will also be able to access detailed performance reports, and a wide variety of institutional research, consolidated reports , balances, statements, real-time movements; among others.

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