Novare Capital Management takes a comprehensive wealth management 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, 401(k), 403(b) 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 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 and 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
Full Service Trust Solution provided by Novare Capital Management and the Personal Trust Services Division of a National Bank.
Novare Capital Management offers comprehensive cash flow planning services including retirement planning, education funding, estate planning and charitable giving strategies. Our philosophy is to build a sound financial plan that meets your goals and objectives and provides for your lifestyle.
Inheriting wealth brings a unique set of challenges, and heirs, both young and old, are often unprepared for this new responsibility.
Novare Capital Management can assist you in a tax-free rollover of your current IRA, 401(k) or other tax qualified plan. We also provide customized portfolio management for company-sponsored profit sharing and 401(k) plans.