PIERMONT'S Wealth Management Services can help you!
INVESTMENT MANAGEMENT SERVICES:
Portfolio Strategy & Asset Allocation
Discretionary & Non-discretionary Investment Management
Taxable & Tax-Exempt Portfolio Management
Single Stock Sector Risk Management
Cash Management
Portfolio Support Services
Relationship with Professional Advisors
Client Investment Education
Factors:
Risk Tolerance
Tax Issues
Liquidity & Income Needs
Time Horizon
Concentrated Stock Ownership
Estate & Retirement Objectives
FEE-ONLY FINANCIAL PLANNING SERVICES:
Investment Planning
Asset Allocation Models
Performance Evaluations
Income v. Growth Analysis
Income Tax Planning
Minimization of Tax Liability
Tax Planning with Investments
Wealth Preservation Strategies
Cash Flow Management & Personal Budget Preparation
Multiple-year Projections
Annual Expense to Income Reports
Identifying Cash Flow Improvements
Retirement Planning
Inflation Rate vs. Investment Return Analysis
Life Expectancy & Minimum Distribution Calculations
Early Retirement Analysis
Estate & Gift Tax Planning
Review of Existing Estate Planning Documents
Gifting Techniques & Use of Trusts
Estate & Generation Skipping Transfer Tax Illustrations
Charitable Planned Giving Techniques
Personal Insurance Planning & Risk Analysis
Existing Coverage v. Necessary Coverage
Review of Life, Disability, Long-Term Care, & Property and Casualty Policies
Executive Compensation Strategies & Stock Option Planning
Single Stock Concentration Analysis
ISO vs. Non-Qualified Options & Exit Strategies for Grants
Review Deferred Compensation Strategies
AMT Considerations
Pension, Profit Sharing & Employee Benefit Plan Consultation
Analyze Retirement Plans
Identify Potential Pre-tax Benefits
Maximize Tax Deferral Methods
Specialty Planning
Planning for Significant Expenses (ie. college tuition, home, etc.)
Financial Planning in the Event of Divorce
Small Business Planning
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