Traditionally, much of financial planning has been focused on rate of return, risk and reward analysis and ultimately, the creation of a suitable plan geared toward accomplishing a client’s goals. A holistic financial review certainly incorporates those important aspects of planning, but it also includes significant components that may have been left untouched.
Let’s start by planning “smart”.
Our process is about problem solving and driving toward the goal(s) you define that will make the process a success. That can mean a variety of things including: tax strategies, money management, asset protection, insurance planning and/or legal documentation. Typically the best solutions include combinations of legal, tax and financial techniques to deliver the best results.
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©2014 Capital Strategies
Capital Strategies offers securities through Kalos Capital, Inc. and investment advisory services through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Capital Strategies is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc. Kalos Capital, Inc. does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance.