Broker Check

Services

Investment Planning

  • Assessment of current investment plan and overall asset allocation
  • Risk tolerance and analysis of investments plans
  • The Conservative Wealth Investment process
  • Managing income needs from your portfolio
  • Managing taxes inside your portfolio
  • Brokerage Accounts
  • Assessing compensatory stock options (Incentive, non-qualified, restricted)

Retirement Planning

  • Roth IRA, Traditional IRA, Rollover IRA, SEP IRA, 401(K)
  • Planning for full, early or partial retirement
  • Financial plan
  • Social security planning

Educational Planning

  • 529 Plan
  • Coverdell Education Savings Account
  • UGMA/UTMA

Insurance

  • Life
  • Health / Medicare
  • Disability / SSI
  • Long-Term Care

Tax Planning*

  • Assessment of current tax issues
  • Planning for lowering, deferring and / or eliminating taxes
  • Estate tax
  • Addressing Gift Tax
  • Communication of Tax issues with your CPA / Accountant
  • 1031 Exchange

*“Cambridge does not offer tax advice”

Legacy Planning

  • Surviving spouse / Children service
  • Assessing the titling of assets
  • Re-registration of assets
  • Communication of necessary actions with Attorney
  • Family planning meeting

Charitable Gifting

  • Charitable plans to avoid taxable events
  • Charitable plans to establish a family legacy of gifting
  • Charitable plans at death

Liability issues

  • Assessment, decision making and management of liability issues (Long-Term debt, Short-Term debt, Bad debt)
  • Planning for decreasing the amount of time of your debt
  • Planning for improving your credit score
  • Budget planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

olivier@conservativewealth.com |  631-815-6737