17 Mar Social Security Maximization We can help determine what benefits a client is entitled to and when is the best time to claim Social Security. Continue reading
17 Mar Tax Planning We coordinate with allied professionals to communicate the investment income realized and strategize to distribute ... Continue reading
17 Mar Cash Flow Planning A client could have a variety of accounts and income streams. We work with clients to determine the best way to tur... Continue reading
17 Mar Retirement Projections and Updates A client’s finances, goals and health are constantly changing, requiring periodic retirement plan updates that will... Continue reading
17 Mar Risk Tolerance Updates As clients near retirement or encounter life events, their risk tolerance may change. SJBWP regularly requests risk... Continue reading
17 Mar Periodic Distribution Plans When a client periodically needs cash from their investment, SJBWP sets up a distribution plan to transfer money fr... Continue reading
17 Mar Periodic Investment Plans When a client wishes to invest an amount of money periodically (e.g., monthly), SJBWP sets up a monthly plan to wit... Continue reading
17 Mar Dollar-Cost-Averaging Gradually investing a portion of the cash contribution to the account over a period of time based on what is approp... Continue reading
17 Mar Asset Location SJBWP will develop a tax-minimizing strategy based on the client’s goals by allocating different investments into a... Continue reading
17 Mar Asset Allocation SJBWP helps clients determine the best way to divide investments among different asset categories taking individual... Continue reading