 |
Investment Advisory
Assess Client’s Risk Tolerance through Lengthy Process of Identifying and Understanding Client’s Objectives and Values
Develop Custom Tailored Investment Policy Statement based upon Client’s Risk Tolerance
Access to Elite Money Managers in the US and worldwide
Select, Screen and Monitor Money Managers to Match with Client Objectives
Diversify Investments using Modern Portfolio Theory
Invest in the Most Tax Efficient Manner
Quarterly Meetings to Review and Refine Investment Policy Statement and Rebalance Portfolio
Tax Planning
Minimization of Federal and State Taxes
Tax Deferral Strategies
Maximizing the Benefits of Tax Deductions
Conversion of Ordinary Income into Capital Gains
Assist Client’s Agent with Contract Language Supporting Favorable Tax Treatment
Tax Preparation and Planning
Tax Planning And Management Services
Tax Forecasting and Projection Studies
Tax Return Preparation
Tax Payments
Planning for the Integration of all Taxes - Federal, State and Local
Client Accounting And Reporting Services
Credit Access
Bookkeeping and Bill Paying
Management of Multiple Homes
Expense Counseling and Management
Financial Planning
Risk Management
Expense Management
Insurance Planning
Charitable Planning
Financial Reporting
Coordination with Agent and other Advisors
Estate And Asset Protection Planning
Estate Planning and Asset Protection Planning Overlap
Professional Athletes and Celebrities are at High Risk from “Professional Plaintiffs”
Planning Must be Timely
Variety of Strategies to Match to the Client’s Values and Objectives
Monitor all Elements of Plan and its Implementation
Philanthropic Consultation
Coordinate with Agent and other Advisors
Asset Protection And Estate Planning Services
Insurance Advice and Consultation
Conception and Design of Asset Protection Structures and Techniques
Will and Trust Consultation and Planning
Wealth Distribution Strategies
Wealth Counseling
|
 |
|
|
|
|
HomeAbout UsClientsContactEventsServices
|
Office: 954.834.0996 •
Fax: 954.834.0126
6600 North Andrews Ave, Suite 130
Ft Lauderdale, FL 33309
|
| © 2006 Pro Sports Financial, Inc. All rights reserved. |
|
