Household Alpha
Through our unique Household Alpha approach, we harness the power of financial planning techniques with the goal of providing measurable value to your household's bottom line. With financial planning at our core, we go beyond the returns your investment portfolio to deliver real added value, focusing on the effective management and mitigation of risk, cost, and taxes.
Household Alpha
We especially focus on what we call "Household Alpha" – the opportunity to capture measurable value beyond the returns of an investment portfolio. We do this by looking at:
Tax Minimization
Tax-loss Harvesting
Asset Location
Tax Bracket Management
Tax-efficient Retirement Distribution Strategies
Tax-advantaged Savings Strategies
Gifting & Wealth Transfer Strategies
Philanthropic Giving Strategies
Cost Savings
Life & LTC Insurance Cost-Benefit Analysis
Investment Cost Analysis & Management
Professional Services Cost Analysis
Cash Flow Planning & Maximization
Risk Mitigation
Optimized Portfolio Diversification
Life Insurance Needs Analysis
Human Life Value Analysis
Long-term Care Insurance Needs Analysis
Asset Protection Strategies
