Products & Services
- Achieve sufﬁcient levels of protection for yourself and your family.
- Increase access to your money and protect & grow your wealth.
- Provide optimal income in case of disability.
- Offer a safe resource for yourself and your family.
- Plan for & ensure a sufﬁcient level of income to maintain your standard of living.
- Learn the principles and strategies that may enable you to put together an investment portfolio that reﬂects your risk tolerance, time horizon, and goals.
- Make investments that will enable you to preserve your capital and earn a reasonable rate of return.
- Learn how to beneﬁt from investment vehicles designed to help you save for retirement.
- Utilize a tax-deferred asset.
- Obtain insurance that covers a group of people, usually who are the members of societies, employees of a common employer, or professionals in a common group.
The Living Balance Sheet®
- Understand the effects of your ﬁnancial decisions, streamline costs, and plan for your future.
- Provide a view which will help you maximize protection, minimize cost, and protect your personal assets.
- Create a comprehensive ﬁnancial plan that will include: estate planning, retirement planning, cash ﬂow management, risk management, tax planning and investments.
- *Obtain specialized advice on capital formation, cash ﬂow, and wealth management.
Tax Planning Strategies
- Understand and manage the impact of taxes.
- Discover how to accomplish all of the other elements of a ﬁnancial plan in the most tax-efﬁcient manner possible.
- Manage your affairs during your lifetime and control the distribution of your wealth after death.
- Spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate.
- Realize your intentions to plan for your heirs and your legacy.
- Build a plan to conﬁdently navigate life’s changes.
- Cover the cost of medical and non-medical services needed by those who have a chronic illness or disability – most commonly associated with aging.
- Cover the cost of nursing home care, in-home assistance, assisted living and adult day care.
*Advisory & Wealth Management services offered through Park Avenue Securities