We have spent decades designing and honing strategies for our affluent clients and their families. While each plan is different, there are key issues that need to be identified and addressed depending on your occupation or stage of life. The one area that must be addressed for every client is taxes.
Taxes are by far the largest expense for most clients and every dollar saved can be applied towards maximizing your goals. That is why every plan begins with tax-smart solutions that encompass not only reducing your current tax liability but also forecasting how to mitigate your tax burden in the future while remaining in alignment with your goals.
Adapt Entrepreneur
- Corporate Structure
- Business Valuations
- Advanced Tax Strategies
- Family-Owned Businesses
Adapt Executives
- Stock Options
- Restricted Stock
- Stock Concentrations
- Advanced Tax Strategies
- C Suite Benefits
Adapt Retirees
- Pre-Medicare Health Care Options
- Social Security Analysis
- Pension Analysis
- Tax-Efficient Retirement Income Streams
- Roth Conversions
- Qualified Charitable Contributions
- Medicare Planning
Adapt Pre-Retirees (1-5 years pre-retirement)
- Liquidity Analysis
- Alignment of Portfolio
- Recreating the paycheck
- Health Insurance Analysis
- 72T Distributions
- Maximizing Employer Benefits
- Tax-Efficient Retirement Income Streams
Adapt Achievers
- Employer Benefits
- Tax Return Analysis
- Savings Analysis
- College Planning
- Early Retirement Planning
Adapt Legacy
- Generational Wealth Planning
- Philanthropy
- Tax mitigation
- Ensuring a legacy through family education