TENET WEALTH PARTNERS HOUSEHOLD ALPHA FINANCIAL PLANNING
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. Tenet Wealth Partners’ unique approach provides our clients with enhanced financial planning strategies to help them grow and protect their wealth. 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
We invite you to contact us to learn how we can help you build greater value into your financial situation.