Financial Planning Services
Financial Planning · Wealth Management
Estate Planning · Income Tax Planning
Salary, bonus, stock options, retirement plans, sale of a business, gifts, life insurance and inheritance…these items and many more provide means to accumulate assets. The professional integration of income tax, estate tax, retirement and investment planning can accelerate the rate of accumulation from all sources.
Asset allocation is the way in which you spread your investment portfolio among different asset classes, such as stocks, mutual funds, alternative investments, real estate, and bonds. Combining these investments in a portfolio can help reduce the variability of returns, commonly referred to as "market risk." The asset allocation that is right for you depends on your investment time frame, goals, and tolerance for risk. As your investment time frame and goals change, so will your asset allocation. Quarterly rebalance is the norm, but life changing events such as marriage, the birth of a child, or retirement will cause you to reevaluate your overall strategy. An investment strategy reexamines priorities of specific financial goals, anticipates needs for the future, and prepares for the unexpected.
The protection of assets includes adequate insurance and the use of appropriate legal entities. A review of your family's need for insurance – life, homeowners, automobile, personal, excess liability and long term health care insurance will be undertaken. We will assist in the implementation of any changes in your coverage. The inclusion of Trusts, Limited Liability Corporations or Family Limited Partnerships can assist in the protection of assets in case of litigation or divorce, among other concerns in modern society. These vehicles can be used to fulfill your objectives, while offering a degree of protection.
Through tailored offerings, customized services, and access to top of the line products and professionals, Trebuchet Consulting has the ability to provide added value as our clients' investment advisor. The implementation of a personalized investment strategy and its translation into appropriate products provides a platform specific to the client's objectives. Our ability to search industry-wide for appropriate products rather than be limited to in-house inventory is a significant benefit for our clients.
The effective transfer of assets from generation to generation is a common goal of our clients. It is extremely important that we optimize the transfer of assets through appropriate investment vehicles, legal structures, coordination of ownership, beneficiary designation, and methods of transfer. We will do our utmost to promote intergenerational harmony while making these transfers. The transfer of assets for Philanthropic Planning by utilizing Charitable Remainder Trusts, Charitable Lead Trusts, Appreciated Securities, and Tax Deferred Accounts are also explored and structured to meet your goals.
Why Trebuchet Consulting?
Focus on Long Term Objectives
Access to Resources
Personalized Integrated Services
Open Architecture Approach to Investments
Partner with Experts