Every step of the way Alex works together with the other professionals in your circle, such as your lawyer and accountant, to make sure that everyone is working toward the same objective – helping you grow and protect your wealth. Based on your unique circumstances, time horizon and risk tolerance, Alex and his team will help develop a customized portfolio to ensure that your investments are properly diversified and positioned to help you achieve your goals.
Key Service Offerings
Investment Management
Creating a financial plan along with watching your investments to ensure you are on the right path, is all part of Alex’s strategy. He complements this process with personal investment strategies to participate in the upside of the market while managing risk to ensure your lifestyle is better maintained throughout retirement. In today’s volatile market, it is essential to be proactive in your investment strategy.
Tax-Efficient Strategies & Tax Planning
Planning for a successful retirement takes into consideration the tax implications of your financial plan and long range goals. Alex will work with you to ensure the preservation of current wealth, maximize after-tax retirement income, integrate business and personal tax strategies, and to protect the value of your estate for the future.
Insurance Solutions
The team’s insurance specialists will work with you to determine the best possible strategies for your needs— from protecting your wealth from unexpected financial burdens of illness or accidents, to benefit from personal and corporate tax savings, building wealth for your estate or charitable contribution, and minimizing the impact of taxes on your estate.
Financial & Retirement Planning
It includes listening to you first, then working with you to develop a plan for retirement and ensuring you to stay on the road to the retirement you envision. Financial planning for today and tomorrow will give you the confidence you will not outlive your money.
Will & Estate Planning
You may want to ensure that decisions you make today make an impact and leave the legacy you envision, from establishing a trust for your loved ones, passing along or selling a business, or setting up a charitable foundation. What ever your goal may be, the most important thing is to plan for it.
