Macro Asset Perspective


MAP introduction...

     

Our proprietary Macro Asset Perspective process is for the client who wants to accomplish a few financial objectives. MAP provides you a balanced approach to your personal accumulation and retirement income distribution planning; encompassing proven principles of asset allocation relative to risk tolerance and tax treatments. At the core of our process is the protection of your financial and human capital, accumulation of wealth, and prudent strategies for long-term tax reduction.

Our three step process provides you a "big picture" simple view of your investment and tax strategies. We take fundamental economic principles and package them into a model that is designed to give you a visual picture of where your assets should be placed and, more importantly, why.

Whether you are building your assets or your assets are providing you retirement income, we are confident you would profit from our economic capital modelingUltimately, our model constructs strategies to enhance and maximize net spendable retirement income you cannot outlive, regardless of what happens with tax rates in the future.

Step one: Discovery…
We discuss and gather all relevant information about your financial picture and introduce you to our MAP planning tool.

Step two: Analysis and Implementation…
We present you with your personalized MAP, discuss and review together the analysis of your data, provide you with our recommendations, and begin the implementation of your strategies.

Step three: Delivery, Summary and Service…
We provide you with your updated financial documents, answer any additional questions you may have, and discuss additional expectations.