Independent of your prior rank you may have a highly unique and complex financial situation that needs the help of an experienced financial advisor.
Is your financial life complex? Do you have non-qualified retirement plans at work? Do you own a business? Are you looking for tax-efficient ways to support charity? Or, have you built a nest-egg in excess of $1.5M? If you answered yes to any of these questions, our Wealth Management services are designed for you.
We’ll start by working with you to establish exactly what you want to accomplish with your money and what you’re worried about. We’ll look for any booby-traps, like taxes on stock option plans or risk exposure, that might be out there waiting for you. We’ll work together to establish how your money can provide the life you want. We’ll also help make sure your affairs and finances are in order to make things easier for those who survive you.
If you’re concerned about the issues above, we know your time is valuable and most likely limited. To help you manage your time and understand your plan we boil down pages and pages of charts and graphs into our proprietary One-Page Financial Plan. We’ll update and reference this document every time we meet because as Gen Eisenhower said, “Plans are worthless, but planning is everything.” To further help you control your busy lifestyle, we’ll help you organize your estate documents and include tax preparation as part of your services. You shouldn’t need to go to 3 or 4 different offices to manage your financial life.
No matter from where you entered the civilian sector, retirement or separation, if you have complex planning issues this service level is designed for you.
Wealth management fees start at $8,000 per year ($2,000 paid quarterly)
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by C.L. Sheldon & Company, LLC ), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. C.L. Sheldon & Company, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to C.L. Sheldon & Company, LLC website or incorporated herein, and C.L. Sheldon & Company, LLC takes no responsibility therefore. All such information is provided solely for convenience, educational, and informational purposes only and all users thereof should be guided accordingly. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from C.L. Sheldon & Company, LLC . To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. C.L. Sheldon & Company, LLC is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the C.L. Sheldon & Company, LLC ’s current written disclosure statement discussing our advisory services and fees is available for review upon request. DISCLAIMER OF TAX ADVICE: Any discussion contained herein cannot be considered to be tax advice. Actual tax advice would require a detailed and careful analysis of the facts and applicable law, which we expect would be time consuming and costly. We have not made and have not been asked to make that type of analysis in connection with any advice given in this blog post. As a result, we are required to advise you that any Federal tax advice rendered in this blog is not intended or written to be used and cannot be used for the purpose of avoiding penalties that may be imposed by the IRS. In the event you would like us to perform the type of analysis that is necessary for us to provide an opinion, that does not require the above disclaimer, as always, please feel free to contact us.