Services & Investments
Services & Investments
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Financial Planning
Goal identification
Consultation on life changes that may affect your assets
Portfolio review (allocation, risk tolerance, objective, tax efficiency, cost, investments)
Design of a spending plan and cash flow management
Life insurance analysis
Education funding for children and grandchildren
Retirement planning
Executive compensation
Employment package analysis
Financial organization
Recommendations
Implementation of recommendations
Charitable giving strategies
Estate planning review and coordination with legal and tax advisors
Incapacity planning
Investment Management
Portfolio evaluation
Portfolio diversification
Asset allocation per individualized strategy
Account rebalancing
Money manager selection and ongoing monitoring
Quarterly reports and market commentaries
Consultation on life changes that affect your assets
Fee, internal cost and tax efficiency review
Socially Responsible Investment (SRI/ESG) solutions
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
karalyn@carltoncofinancial.com | 206-745-5505