PLAN. GROW. PRESERVE.
As independent financial advisors, we work one on one with clients to provide assistance in determining goals, finding appropriate investment strategies and educating on long-term investing.
OUR SERVICES
PROACTIVE TAX REDUCTION PLANNING
We are committed to helping you keep as much of your hard-earned wealth as possible. Our proactive tax reduction planning process includes a comprehensive review of your current tax situation, analysis of your tax returns and recommendations on how to reduce your tax burdens plus regular updates on any new tax laws that can affect your finances. We also include a complimentary consultation with your tax preparer in order to collaborate and provide the best possible strategy for your financial situation. As tax laws change, we will stay up to date with our strategies and make sure you are receiving the most tax advantages possible.
RETIREMENT INCOME AND DISTRIBUTION PLANNING
The benefits to starting early and growing your investments little by little with regular contributions are obvious. However, there are tremendous advantages to crafting the appropriate portfolio for your individual needs. Our retirement income and distribution planning process includes a comprehensive analysis of your income needs, your retirement plans and beneficiaries. We then help you craft the best funding and income distribution strategy that will strive to help you maintain a comfortable standard of living with the least amount of tax liabilities.
ESTATE AND BUSINESS SUCCESSION PLANNING
One of the greatest aspects of planning for the future is to leave a legacy for your loved ones. At First Mate, we are committed to helping you keep what belongs to you, while leaving a legacy for generations to come. We want to protect your family to ensure your assets are transferred in the most efficient manner.Our estate and business succession planning begins with a comprehensive analysis of your goals and objectives, current plans and long-term needs. If you are a business owner, we'll also conduct an as-is analysis of your business and its short and long-term trajectories. We'll then provide a well-crafted strategy that strives to ensure your assets will be protected and distributed to your beneficiaries exactly the way you wish.
