Location Optimization

Location Optimization

Location Optimization

Think About The Way You Invest

Location Optimization

Certain types of investment accounts (e.g., taxable, Traditional IRA, Roth IRA) have different tax treatment. Certain types of investments create taxable events (e.g., dividends, interest payments, capital gains). When possible, we manage which types of investments are held in which types of accounts to optimize tax-efficient investing.

Our Approach

1

Assess

We take the time to understand your needs, wants and wishes.

2

Educate

Money is a tool. We will develop a plan for you and show you what you can accomplish with this tool. We are passionate about educating our clients about all financial related matters.

3

Achieve

Once we have an understanding of your goals and how to accomplish them, we will implement the recommended strategy.

Assess

We'll take a deep dive into your current financial situation.
1

Assess

We take the time to understand your needs, wants and wishes.

Educate

Feel empowered and confident in your financial decisions.
2

Educate

Money is a tool. We will develop a plan for you and show you what you can accomplish with this tool. We are passionate about educating our clients about all financial related matters.

Achieve

Things change. We build in flexibility to adapt to your life.
3

Achieve

Once we have an understanding of your goals and how to accomplish them, we will implement the recommended strategy.

other services

Active Asset Allocation

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Philosophy

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Planning-Based Portfolios

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Portfolio Risk Management

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Socially Responsible Investing

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Tax-Smart Investing

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Let’s begin today!