- A true global investment philosophy investing in sovereign bonds, developed and developing equities, global REITS, currencies, US and international inflation protected bonds, and hedging strategies.
- Reviewing your investments and designing a personalized portfolio appropriate to your needs.
- Year-long, continual monitoring of your investments.
- Quarterly meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio.
- Quarterly Performance Statements.
- Independent Advice.
- Commission-free transactions on most stocks, bonds traded in your account.
- Recommendations regarding positioning of funds within your employer provided retirement plans, such as 401(k)s coordinated with your other investments and insurance policies.
- Ongoing market watch letters detailing our research, analysis and review of the current state of global markets and economies.
Investing in any security listed involves risk including loss of principal. Investments and strategies shown may not be suitable for every investor. No strategy assures success or protects against loss. International investing involves special risks such as currency fluctuation and political instability.
- Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies.
- Quarterly review of your tax situation and planning to incorporate any new tax law changes.
- Free consultation and availability to meet with your CPA.
- Recommendations of incorporating tax advantaged investments and products.
- Integrating current tax law changes into your financial plan as part of an ongoing wealth management strategy.
Tax advice and services are not offered by Paramount Private Wealth, Personal Financial Group, or LPL Financial.
- Analysis of your income needs now and in the future.
- Continual development and implementation of recommendations designed with a goal to help fund your income needs and help maintain a comfortable standard of living while reducing inherent risks in long-term distributions.
- Recommendations regarding an appropriate distribution strategy for your employer retirement plans, pension(s) and IRAs.
- Analysis of the beneficiaries of your IRAs and how to establish appropriate stretching strategies.
- Analysis of your current estate plan and concerns.
- Assistance with consulting an estate planning attorney throughout the initial planning process and necessary reviews in the future.
- Assistance in transferring assets to the appropriate trust structure(s).
- Providing guidance with the appropriate and necessary steps in the event of the death of a loved one.
- Balance sheet planning including alternatives to structure debt in more effective methods.
Legal advice and services are not offered by Paramount Private Wealth, Personal Financial Group, or LPL Financial.
- Ongoing news letters, white papers, and r to keep you apprised of the most current planning options & global market and economic events.
- Timely Reviews based on your needs – quarterly to semi-annual.
- Special reports on how to potentially reduce your taxes and other important topics.
- Special Gold Medal Service Events including client appreciation events.