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Have you determined that your investment portfolios are optimally designed to help you fulfill the promises you make in life?
Designed to strike an optimal balance between risk and reward through portfolio construction and the discipline to hold fast to one’s investment program during the peaks and valleys of the business cycle.
Do you use all available techniques to help reduce your federal, state and local income taxes?
Taxes are inevitable, but you can work to avoid unnecessary taxation through tax-optimized solutions.
If you are temporarily or permanently disabled, do you feel certain that your income will continue and all of your personal, medical and business obligations will be met?
By removing the fear of losing principal that often drives investors off course, loss-averse investors can select strategies that are designed to help safeguard their hard-earned capital from common pitfalls.
Have you had a professional analysis done to determine if your personal retirement programs will offer you the potential to retire with
independence and dignity?
Individuals should approach retirement planning from three fronts:
employer-sponsored plans, Social Security or other government
programs, and individually-owned plans.
Porte Brown Wealth Management utilizes the Method 10™ approach to address clients' financial needs. This holistic approach to wealth management is designed to identify 10 key issues that you and your financial advisor systematically address in order to implement comprehensive solutions.
When was the last time you appraised the value of your business, created your business succession strategy or prepared for contingencies in unplanned events?
The majority of business owners have no written succession plan. If your wealth is tied up in your business, a lack of formal succession planning could be financially and emotionally devastating.
Do you have a current and properly drafted will, living will and/or trust that will distribute your estate in the most tax-efficient manner, and continue your legacy according to your promises, core values and wishes?
Regardless of your overall net worth, there are several non-tax reasons to fully engage your advisor on the subject of estate planning. Beyond minimizing the tax bill, your advisor can help you craft an estate plan that addresses many vital issues, such as who gets what, when and how much.
Do you feel you have an appropriate amount of life and liability insurance to help ensure that the promises you have made to your loved ones are honored?
Protecting your finances from the unexpected, like death or disability, is vital to the long-term financial security of your family and/or your business.
Have you determined how you will financially contribute to the education of your children and grandchildren?
Effective education planning involves asset allocation, tax planning, estate and generation-skipping planning, asset protection planning and financial aid considerations.
Does anyone in your family have special medical needs or financial considerations (such as Alzheimer’s, physical disabilities, divorce, alcoholism, drug addiction or M.S.) and have you evaluated all solutions available to them and to you?
External forces such as divorce and elder care can strain even the strongest of financial plans. Planning for special situations requires proficient wealth management programs to utilize insurance, investment and tax planning skills to create an effective solution.
Do you optimize the use of debt in the most cost-efficient and tax-advantaged way to meet your personal and business goals?
Certain types of debt, such as home mortgages, are unavoidable for many. Other consumer-based debts, such as credit cards and home equity loans, can put your financial future at severe risk. Getting discretionary debt under control quickly should be your number one priority so you can focus those funds toward a comprehensive wealth management plan.
Method 10™ and the Method 10 wheel design are properties of 1st Global Capital Corp. 2009. All rights reserved.
*Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MI, MS, MO, NV, NJ, NC, OH, RI, TN, TX, WA, WV and WI. This is not an offer to sell securities in any other state or jurisdiction.