Business Owners

We work with successful business owners who desire a conservative approach to investment portfolio management while understanding the unique needs of running a private business.

Scenario
This client would like to continue to build her wealth, but in a conservative fashion. She is concerned about preserving and protecting her accumulation, not necessarily maximizing it. She needs estate planning advice, and is concerned about her tax bracket moving higher. She has come to the realization that she has been too aggressive in the past.

Client’s Objectives

• Reduce potential volatility in the portfolio.
• Increase tax-free income.
• Create an estate plan.

Possible Solutions

• Ensure asset allocation, including her 401(k) and IRA, is appropriately structured for her current stage of life and desired degree of risk exposure.
• Explore tax-free bonds and other tax-sensitive investments.
• Develop and maintain an open relationship with her current estate planning attorney and CPA.*