Consider Us Your Chief Financial Officer
At Eaton-Cambridge, our approach is centered around a deep understanding of your unique financial situation, goals, and aspirations. We sit down with you to discuss what is most important to you and take the time to understand your financial and retirement goals. Then, using this information, we partner with you to design a customized wealth management plan that meets your current needs and helps you achieve a secure financial future for you and your family.
Retirement Income Planning
At some point in life, you are going to decide it is time to stop working for money; or, circumstances will determine that for you. Either way, it is important that you are well-prepared and will have the means to maintain your lifestyle for the remainder of your life. The sooner you begin to prepare for retirement, the better. At Eaton-Cambridge, we will help you think through what you would like your retirement to look like, assess where you are currently in relation to that desire, and design a plan to get you there. Let us help you dream big, manage your wealth strategically, and create a secure financial future for you and your family.
- Retirement is inevitable
- Early preparation is key
- Personalize your retirement planning
Taxes
One of your largest expenses throughout life will likely be taxes. We do not mind paying our fair share, but we want to make sure we do not pay more than necessary. Tax planning matters, which is why every well-crafted financial plan has a tax mitigation strategy. Expert tax strategies help you keep more of what you earn, enabling you to work toward your financial goals while reducing your overall tax liability. As CPAs and CFPs, we take taxes seriously and know the negative impact they can have on your returns if not managed properly. Our experts will identify potential savings or restructuring opportunities and will design a well-crafted tax reduction strategy coordinated with a prudently managed investment portfolio to drastically reduce your tax liability.
- Tax reduction strategies
- Entity selection consultations
- Retirement account plans
- Charitable strategies
- Tax compliance services
Philanthropy
For many of our clients, philanthropy is one of their primary financial goals. Philanthropic contributions help reduce income tax, capital gains tax, and possibly estate tax. By thinking strategically about giving, we help you save on taxes, give more, and make a positive impact on the world.
- Tax benefits of philanthropy
- Strategic giving
- Positive impact
Risk Management
You have worked hard to build your wealth, and it is worth protecting with expert risk management strategies. As we work together in developing a comprehensive financial plan, we will review your current areas of risk and make sure that you are not overexposed. If you are, we will tell you where, why, and how it should be addressed.
- Wealth preservation
- Comprehensive financial planning
- Diversification, insurance, and estate planning
Estate Planning
Where will your savings and assets go when you die? Who will make financial and healthcare decisions if you are unable to? Who will take care of your minor children should you pass away unexpectedly? We will address these important questions with you to help with your estate planning needs.
- Distribution of assets
- Health and financial decisions
- Guardianship of minor children
Investment Management
Our trustworthy and highly experienced investment managers will sit down with you to discuss what is most important to you and your family and then build an investment portfolio that aligns well with your objectives. We build portfolios grounded in decades of research and real-life returns. We spend the time necessary to understand exactly what your goals are and how long you have to meet those goals, enabling us to build an investment portfolio aligned with your desires.
- Investment portfolio alignment
- Evidence-based investment approach
- Comprehensive financial planning
