Asset Management: By establishing and maintaining a total financial relationship with our clients, we feel we are able to help them increase their earnings potential and make smarter financial decisions. Consequently, we have access to several investment managers who have been thoroughly screened and are continuously monitored to ensure the highest standards of portfolio management and consistency of investment discipline. They systematically build and maintain diversified portfolios by investing assets across various industries, securities, maturities and issuers. By managing each portfolio as a separate entity, we are able to take advantage of a wide spectrum of investments while maintaining maximum flexibility and accountability in serving our clients’ needs.
Liability Management: Managing what our clients owe is equally as important as managing what they own. Proper liability management can help reduce expenses, lower taxes, maximize asset growth and cash flows, and enable clients to take advantage of financial opportunities to enhance their lifestyle or grow their business more rapidly. We analyze the following areas of liability management when structuring our clients’ aggregate portfolios:
Ø Real Estate Financing
Ø Business Financing
Ø Investment Financing
Ø Personal Credit
Transition Planning: Regardless of our clients’ accumulated wealth - or even their age - transition planning is crucial to ensuring they have a strategy in place to leave more of their hard-earned assets to their chosen heirs and less to the government. We work with our clients’ other professional advisors to determine which estate and/or succession planning strategies are appropriate based upon the client’s overall financial situation. Our experience is focused in the following areas:
Ø Tax Reduction Strategies
Ø Family Limited Partnerships
Ø Gifting & Charitable Contributions
Ø Current & Successor Trusteeship
Ø Trust Law & Estate Preservation Strategies
Pursuant to IRS Circular 230, MetLife is providing you with the following notification: The information contained in this webpage is not intended to (and cannot) be used by anyone to avoid IRS penalties. This webpage supports the promotion and marketing of financial planning. You should seek advice based on your particular circumstances from an independent tax advisor.
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