"Good fortune is what happens when opportunity meets with planning"
- THOMAS EDISON
At Eaton-Cambridge we start our relationship by sitting down with you and asking questions about what's important to you, what your goals and wishes are, and what you hope that your money will do for you. We then analyze your current situation and determine exactly where you are in relation to meeting your goals. Next, we put together a plan to help get you from where you are to where you'd like to be. Wealth Management incorporates a number of different planning areas. Depending upon your unique situation, those may include:
RETIREMENT INCOME PLANNING
At some point in life you're going to decide it's time to stop working for money, or, circumstances will determine that for you. Either way, it's important that you've prepared well 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. Thinking through what you'd like retirement to look like for you, assessing where you are currently in relation to that desire, and designing a plan to get you there is what we do. Let us help you dream big and design a plan to get you there.
TAXES
One of your largest expenses throughout life will likely be taxes. We're don't mind paying our fair share, but we want to make sure we don't pay more. Tax planning matters.
PHILANTHROPY
For many of our clients, philanthropy is one of their primary financial goals. By doing so, we can often reduce income, capital gains taxes, and possibly estate taxes. By thinking strategically about giving, we can save on taxes, give more, and change the world.
RISK MANAGEMENT
You've worked hard to build your wealth and it's worth protecting. As we work together in developing a comprehensive financial plan, we will review your current areas of risk and make sure that you're not overexposed. If you are, we'll tell you where, why, and how it should be addressed.
ESTATE PLANNING
Where will your stuff go when you die? Who will make financial and health care decisions if you can't? Who takes care of your minor children should you pass away unexpectedly. There are all important questions to be answered.
INVESTMENT MANAGEMENT
After determining what's most important to you and your family, we will build an investment portfolio that aligns well with your objectives. We build portfolios grounded in decades of academics and real-life returns. Because we spend the time necessary to understand exactly what your goals are and how long you have to meet those goals, we can build a portfolio aligned with your desires.
RETIREMENT INCOME PLANNING
At some point in life you're going to decide it's time to stop working for money, or, circumstances will determine that for you. Either way, it's important that you've prepared well 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. Thinking through what you'd like retirement to look like for you, assessing where you are currently in relation to that desire, and designing a plan to get you there is what we do. Let us help you dream big and design a plan to get you there.
TAXES
One of your largest expenses throughout life will likely be taxes. We're don't mind paying our fair share, but we want to make sure we don't pay more. Tax planning matters.
PHILANTHROPY
For many of our clients, philanthropy is one of their primary financial goals. By doing so, we can often reduce income, capital gains taxes, and possibly estate taxes. By thinking strategically about giving, we can save on taxes, give more, and change the world.
RISK MANAGEMENT
You've worked hard to build your wealth and it's worth protecting. As we work together in developing a comprehensive financial plan, we will review your current areas of risk and make sure that you're not overexposed. If you are, we'll tell you where, why, and how it should be addressed.
ESTATE PLANNING
Where will your stuff go when you die? Who will make financial and health care decisions if you can't? Who takes care of your minor children should you pass away unexpectedly. There are all important questions to be answered.
INVESTMENT MANAGEMENT
After determining what's most important to you and your family, we will build an investment portfolio that aligns well with your objectives. We build portfolios grounded in decades of academics and real-life returns. Because we spend the time necessary to understand exactly what your goals are and how long you have to meet those goals, we can build a portfolio aligned with your desires.
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Our Investment Philosophy:
Markets work: Capital markets do a good job of fairly pricing all available information and investor expectations about publicly traded securities. Diversification is key: Comprehensive, global asset allocation can neutralize the risks specific to individual securities. Risk and return are related: The compensation for taking on increased levels of risk is the potential to earn greater returns. Portfolio structure explains performance: The asset classes that comprise a portfolio and the risk levels of those asset classes are responsible for most of the variability of portfolio returns. |
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