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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’ Household Alpha provides our clients with financial planning strategies that 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 in your financial situation.