Services Provided
For Individuals and Families:
-Creation of a Financial Plan and Investment Policy Statement (IPS)
-In-depth risk/return analysis of existing investment accounts and holdings
-Budgeting analysis
-Preparation of Income Statement and Balance Sheet
-Assistance with debt management
-Trust Planning
-Working in close collaboration with client's CPAs and Attorneys
-Assistance in creating tax-efficient charitable gifting strategies and wealth transfers
-Investment Accounts, including: Individual, Joint, Custodial, Testamentary / Non-Testamentary Trust, IRA, and Roth IRA.
-Ability to efficiently leverage non-retirement investment holdings to potentially increase investment yield
-Asset and income protection strategies
-Assessment of Insurance needs, including Life Insurance, Long Term Care and Medicare Supplements
Note: Insurance products are offered and sold separately from Advent Capital LLC by our members individually licensed through California Department of Insurance. Advent Capital LLC works with clients on an asset-based fee only.
For Businesses:
-Retirement Plans for business entities, including: IRA, SEP, Simple IRA, 401(k), Profit Sharing, Pension Plans
-Retirement Plans for tax-exempt entities, including: 403(b), 401(a), and 457(b)
-Short- and Long-term cash management solutions
-Executive Compensation Plans
-Non-Qualified retirement plan strategies using Rabbi Trusts
-Assist Plan Sponsors in meeting ERISA 3(38) and 3(21) Plan Fiduciary requirements
-Assist Plan Sponsors in meeting ERISA 404(c) requirements
-Ongoing employee education workshops
-One-on-one financial planning and plan-specific advice to plan participants and employees
-Business Succession Planning (Buy-Sell and Cross-Purchase Agreements)
-Leveraging existing assets to fund new (or expand existing) business venture without having to liquidate holdings.
-Creation of a Financial Plan and Investment Policy Statement (IPS)
-In-depth risk/return analysis of existing investment accounts and holdings
-Budgeting analysis
-Preparation of Income Statement and Balance Sheet
-Assistance with debt management
-Trust Planning
-Working in close collaboration with client's CPAs and Attorneys
-Assistance in creating tax-efficient charitable gifting strategies and wealth transfers
-Investment Accounts, including: Individual, Joint, Custodial, Testamentary / Non-Testamentary Trust, IRA, and Roth IRA.
-Ability to efficiently leverage non-retirement investment holdings to potentially increase investment yield
-Asset and income protection strategies
-Assessment of Insurance needs, including Life Insurance, Long Term Care and Medicare Supplements
Note: Insurance products are offered and sold separately from Advent Capital LLC by our members individually licensed through California Department of Insurance. Advent Capital LLC works with clients on an asset-based fee only.
For Businesses:
-Retirement Plans for business entities, including: IRA, SEP, Simple IRA, 401(k), Profit Sharing, Pension Plans
-Retirement Plans for tax-exempt entities, including: 403(b), 401(a), and 457(b)
-Short- and Long-term cash management solutions
-Executive Compensation Plans
-Non-Qualified retirement plan strategies using Rabbi Trusts
-Assist Plan Sponsors in meeting ERISA 3(38) and 3(21) Plan Fiduciary requirements
-Assist Plan Sponsors in meeting ERISA 404(c) requirements
-Ongoing employee education workshops
-One-on-one financial planning and plan-specific advice to plan participants and employees
-Business Succession Planning (Buy-Sell and Cross-Purchase Agreements)
-Leveraging existing assets to fund new (or expand existing) business venture without having to liquidate holdings.
