Advantage Tech works with the Milestone Asset Management & the Truesdale Financial Group to provide a number of Financial Planning Consulting services to both individuals and corporations. We coach our clients to articulate and realize their financial goals by taking a holistic approach to wealth management. In this capacity, each client receives a written document that provides in-depth analysis and recommendations in the following areas:
Net Worth Analysis
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- diversification of family assets
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- tax efficient debt structure
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- benchmarking for accumulation
Severence Package Strategies
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- Tax minimization of payout
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- Analysis and recommendation of package options
Tax Planning
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- maximization of deductions and deferrals
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- income splitting structures
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- trusts
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- tax effective portfolio management
Risk Management
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- analysis for life and disability insurance coverage
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- analysis of group benefits
Estate Planning
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- tax efficient transfer of wealth
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- effective Power of Attorney and Will
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- family trusts
Retirement Planning
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- pension plan analysis
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- specific retirement projections
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- tax effective withdrawal of assets
Education Analysis
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- accumulation strategies
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- tax efficient funding options
Portfolio Management
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- individualized asset allocation strategies
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- construction and ongoing monitoring of portfolios
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- discretionary money management