Comprehensive Portfolio Audit (C.P.A.) - Reduce unnecessary taxes & portfolio risk.
Our research shows that institutional investors protect their wealth and mitigate taxes much differently than the average business owner. Our Comprehensive Portfolio Audit is a process designed to supercharge your portfolio, by eliminating unnecessary costs & taxes, significantly enhancing liquidity & stability, while mitigating unnecessary risk.
What Improvements Can I Expect in My Portfolio after it is Optimized?
- The average portfolio enjoys increased net retirement income of at least 65% after it is optimized.
- Overall portfolio risk is reduced by at least 75%.
- Portfolio liquidity is enhanced by 125%, on average.
- Income tax liabilities are reduced by 70%, on average.
The Risks Mitigated / Eliminated include:
- Stock market downside/volatility risk - Investor Portfolios will participate in the upside of the markets, without exposing their principal investment to downside risk.
- Longevity risk (Outliving your money)
- Inflation risk
- Increased taxation risk
Financial Portfolio Optimization - a complete risk/reward analysis of your financial portfolio with detailed recommendations for optimization. Are you managing your money like the average investor or like an institutional investor? What percentage of your assets are LIQUID? STABLE? TAX ADVANTAGED? We specialize in solving income tax problems at the individual or corporate level using proactive, IRC compliant structures.
- Our Team of Strategists, Tax Attorneys, CPAs, Bankers, and Financial Professionals act as your Expert Financial Team - developing timely, customized solutions designed to meet your needs and exceed your objectives.
- We assess current asset situation on the basis of liquidity, growth, stability, productivity, risk vs. reward and tax advantages.
- We eliminate unnecessary portfolio risks and mitigate any unnecessary taxes.
A portion of proceeds benefit the Muscular Dystrophy Association of San Diego. If you're an individual or a corporation interested in the C.P.A. - contact us at info@capitalconsultingco.com.
9/1/09 - Risk v. Reward
4/1/09 - Economic Update
1/1/09 - Success Magazine
CPA Workshop coming this fall!