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Throughout our strategies, we prioritize income, retirement, and wealth protection. Navigating your path from “paychecks” to “playchecks” is our specialty. We provide comprehensive, personalized asst allocation and tax strategies across your full financial picture.
Proactive management of 401k, 403B, or other retirement plans.
Navigating from “paychecks” to “playchecks”
Tax efficient strategies and coordination.
First, we get acquainted in a 30-minute Zoom. We will discuss your experience with our industry, listen to what outcomes you are seeking, share the steps in our Fiduciary process, and how we are compensated. Connect with a PCA team member to learn more about what it looks like to work together:
Connect with PCA
We provide comprehensive tax planning and mitigation strategies. Our priority is to seek tax-advantaged savings opportunities and tax breaks. On behalf of our clients with taxable accounts, we seek a tax-efficient rate of return. It’s not what you make, but what you keep that counts!
Tax Observation Report: Our thoughts are sent to you along with your tax observation report, which presents numerous key findings from your tax return.
Custom/direct indexing and tax loss harvesting
Roth conversion analysis
Capital gain/loss reporting
Donor Advised Funds and Charitable giving of appreciated securities.
Qualified Charitable Distributions (QCDs).
Trusted and vetted CPA and tax professional relationships.
Please consult with your qualified tax professional for tax advice.
First, we get acquainted in a 30-minute Zoom. We will discuss your experience with our industry, listen to what outcomes you are seeking, share the steps in our Fiduciary process, and how we are compensated. Connect with a PCA team member to learn more about what it looks like to work together:
Connect with PCA
You have unique values, experiences, life goals, fears, and biases. Any financial professional who ignores or minimizes the importance of “your story” may not be able to help you achieve your ideal outcomes or goals. We believe in effective, customized solutions to help you achieve financial freedom and legacy.
Direct/Custom Indexing
Buffered Strategies
Stocks, ETFs, UITs, fee based annuities, 401(k)/IRA Planning and Exit Strategies
Proactive management of 401(k), 403B, or other retirement plans.
Fee-based, not commission-based
For you, and your future generation!
First, we get acquainted in a 30-minute Zoom. We will discuss your experience with our industry, listen to what outcomes you are seeking, share the steps in our Fiduciary process, and how we are compensated. Connect with a PCA team member to learn more about what it looks like to work together:
Connect with PCA
You built your wealth, now plan your legacy! We work with our clients to ensure their Estate Plan is consistent with their wishes, desires, and objectives. While we are not licensed attorneys, our team has experience and knowledge with estate planning. At PCA, we have the tools to help you have confidence in your estate plan.
Trusted and vetted Estate Planning attorney relationships
Document review of Estate Plans
Wealth.com partnership that assists in the preparation, creation, and upkeep of your Estate Planning documents. We provide you with access to this software, as a complimentary service.
First, we get acquainted in a 30-minute Zoom. We will discuss your experience with our industry, listen to what outcomes you are seeking, share the steps in our Fiduciary process, and how we are compensated. Connect with a PCA team member to learn more about what it looks like to work together:
Connect with PCA
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Ed Slott is not affiliated with Private Advisor Group and does not endorse Private Advisor Group or any investment advisor representative associated with Private Advisor Group
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Barron’s “Top 100 RIA Firms” is based on assets managed, technology spending, staff diversity, succession planning and other metrics. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking. Barron's publishes these rankings annually, most recently in September 2023.
Schedule a 30-minute Zoom to get acquainted with a PCA Wealth Manager. The focus of this discussion is for us to learn more about your unique objectives and life goals.
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