About UsScope Of ServicesOur ProcessKnowledge Center
Contact Us  :  Home
 
SCOPE OF SERVICES  >

ASSET ADVISORY

OVERVIEW - PRIVATE CLIENTS

ASSET ADVISORY

ESTATE PLANNING

BUSINESS TRANSITION PLANNING

FINANCIAL PLANNING

LIFE, DISABILITY AND LONG-TERM CARE INSURANCE

LIFE INSURANCE CONSULTING AND ADMINISTRATION

LIFE SETTLEMENTS

PRIVATE BUSINESS PLANNING

PRIVATE PLACEMENT POLICIES

RE-ENGINEERING LIFEsm

 

OVERVIEW

 

Having the right mix of assets in your portfolio is critical to your financial success. At Solenture, we will review your asset allocation to determine if it meets your income and liquidity needs, risk tolerance, and timeframes. Our professionals can then make recommendations on asset repositioning, while taking into consideration your income tax situation.

INNOVATIVE APPROACH

Solenture's process begins with aligning your asset allocation with your financial goals. Some things to consider include:

Liquidity - Will you need immediate access to a portion of your portfolio to meet current needs?

Income - What is your current income? Do you require an income stream from your investments? What are your projected income needs in the future?

Timeframe - Where are you in your investment cycle? When are the key years to begin an income stream or make major purchases?

Risk tolerance - Are you willing to accept more risk in exchange for potentially higher returns? Do you prefer to maintain a lower level of risk, regardless of the potential rewards?

Unique Needs - Did you recently or are you about to receive a large sum of money? Do you need to provide special care for a child or for parents? Are you targeting funds for the education of children or grandchildren? Are you targeting funds for legacy purposes or charitable purposes?

Tax Considerations - What is your mix of taxable investments, tax-free investments, and tax-deferred investments? Are you about to experience a significant taxable event due to receiving a large sum of money?

For more information on Solenture's Asset Advisory Services,
contact us at 1-800-456-7226.
 

 

DISCLAIMERS

 

The material and analysis within this report requires careful review and consideration.  You, the client, should review it thoroughly with your personal tax and/or accounting advisors.  Solenture, Inc. and Solenture Advisors LLC are neither accounting nor legal advisors and you should not rely solely on this information for your final decision.

 

The above advice was not intended or written to be used, and it cannot be used, by you for the purposes of avoiding any penalty that may be imposed by the Internal Revenue Service.


The above advice was written to support the promotion or marketing of the transactions or matters addressed by the written advice, and, based on the particular circumstances, you should seek advice from an independent tax advisor.

 


Securities products offered through registered representatives of Mid Atlantic Capital Corporation (MACC). Member FINRA and SIPC. Solenture is not a subsidiary or control affiliate of MACC.
Advisory services offered through Solenture Advisors LLC., a registered investment advisor.