Novare Capital Management takes a comprehensive approach to serving our clients. This begins with developing a sound financial plan designed to preserve and grow your wealth. Our full range of services includes:

Investment Planning/ Asset Allocation

• Analyze investment portfolio
• Determine risk profile and proper asset allocation
• Provide investment portfolio recommendations
• Implement and monitor investment plan

Integrated Cash Flow and Retirement Planning

• Discuss retirement and other goals and the time frames
• Project capital needs for retirement and other major expenses such as college tuition
• Determine the financial resources needed to fund your retirement objectives
• Determine appropriate retirement plan distribution options from your IRA, 401K, 403b or other qualified retirement plan
• Provide a customized plan with illustrations, projections and recommendations

Stock Option Analysis

• Manage the tax implications of stock option benefits
• Run a detailed computer analysis to evaluate the timing and method of exercising stock options
• Compare tax and cash flow results of different strategies
• Establish a plan for exercising stock options and creating a diversified portfolio

Sale of Business

• Collect & analyze business sale transaction details
• Determine entity planning – personal accounts, trusts, charities, etc.
• Integrate income tax planning with investment planning
• Provide cash flow plan with Monte Carlo analysis
• Optimize investment portfolio among asset classes