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Maximize My Invest-able Resources

 Maximize My Invest-able Resources adds value year round with  quarterly Federal & State Income Tax projections and investment management services the entire year.

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This program was built for professionals with complex and time consuming careers or lifestyles. We know where your time is best spent -- and researching and managing investments or figuring out your future tax liability is not a part of it. In today’s investment environment there are so many options and making the right choices can be very stressful. Why not put this process in the hands of a financial partner that can guide you to your financial goals?

 

Our goal is to help you to construct a portfolio that will provide you with a balanced level of risk while consistently producing the return you’ll need to reach your monetary goals.

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Services Include:

Professional Investment Management

  • Investment portfolio design tied to your risk tolerance and goals

  • Portfolio monitoring and periodic rebalancing

  • Globally diversified, tax efficient portfolios using low cost institutional investments (when available)

  • Ongoing one on one investment education tailored to your knowledge and level of experience

Tax Resource Analysis

  • Pre-file tax analysis to inform you of potential refund or liabilities due prior to the following tax season.

  • Up to 2 tax planning scenarios for tax activity throughout the year

 

24-Hour Client Access

  • Online account access to your investments whenever you need it

  • Periodic consolidated statements showing all accounts in one place

  • Up-to-date performance reporting

  • Access to financial planning tools, news, and calculators

 

Concierge Customer Service

  • Direct access to private wealth manager who knows your goals

  • 24hr email communication access to your advisor

  • Appointment and review sessions set around your schedule

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