Investor Access

401K Rollovers:
A process provided by the Internal Revenue Code that allows an individual to withdraw funds from a 401k plan and transfer it to another specified retirement account without a tax consequence.

Education Savings:
A tax-advantaged investment account designed to encourage savings to cover future education expenses (elementary, secondary or college), such as tuition, books, uniforms, etc.

Employee Attraction & Retention:
Process of determining and implementing an appropriate benefits package to attract and retain key employees; making yourself competitive in the marketplace. 

Estate Coordination:
A service whereby the advisors at The Sytsma Group act as a third party overseer, and coordinate with your other trusted advisors to verify your financial planning and estate documents continue to be relevant over time.  We also act as a trusted advisor for loved ones at time of estate distribution.

Estate Planning: 
The process of anticipating and arranging for the distribution of personal and business assets. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses.

Investment Management: 
The management of various securities (stocks, bonds and other securities) and assets (e.g., real estate) based upon your investment objectives and risk tolerance.

Retirement Income Analysis: 
The process of gathering and analyzing data to determine how much income you can expect to receive in retirement, increased by inflation each year, and not run out of money.

Retirement Spending Policy: 
Determining a rate of withdrawal from your retirement funds while taking into consideration how long your assets need to last. 

Spending / Saving Analysis: 
The process of analyzing household in-flows and out-flows of cash, existing debt and financial goals to determine an overall Spending/Saving strategy.

Risk Management: 
The use of insurance and other strategies in an effort to minimize an organization’s or family’s exposure to liability in the event a loss or injury occurs.

Succession Planning: 
Specifically, business succession planning is the process of preparing to hand over control of the business to others in a way that is the least disruptive to the business’s operations and value.

Tax Planning: 
Logical analysis of a financial situation or plan from a tax perspective to align financial goals with tax efficiency planning.

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