- Tax PlanningThrough education and the identification of risk exposures we also help you defend against things that might prevent you from reaching your goals.
- Income Tax
- Investment ManagementThrough personal discussions in which goals and objectives based on your particular circumstances are established, we develop an investment policy and create and manage a portfolio based on that policy. We allocate your assets among various investments taking into consideration the particular investment strategy designed for you. The annual fee for discretionary investment management services is calculated as a percentage of assets under management, according to the schedule below...
- Mutual FundsWhen implementing our clients’ investment strategy, we believe in creating diversified portfolios of assets that are appropriately cost and tax efficient, and that will move our clients toward achieving their investment goals and objectives. Client portfolios can contain common stocks, mutual funds, exchange traded funds and individual bonds.
- Wealth ManagementWe offer a Wealth Management option which is an ongoing and structured process of identifying and managing your resources to better allow you to reach your particular financial objectives.
- Accounting Services
- Financial PlanningKendall holds the Certified Financial Planner CFP® designation. He is the past President of the St. Louis chapter of the Financial Planning Association (FPA) and is currently serving as chair of this organization.
- Retirement PlanningThis capital needs analysis is an analytical process that evaluates the likelihood of meeting your stated goals based on your assets, liabilities, and other relevant economic assumptions. This also may address cash flow needs and retirement planning issues.
- Long Term CareReview and recommendations regarding asset protection coverage including property, casualty and liability insurance, life insurance, long-term care insurance and coverage for business interests.
- Asset ManagementReview or development of a customized Investment Policy Statement from which will flow your asset allocation decision. Periodically, we will compare your actual allocation with your plan and make adjustments as necessary. We also compare your actual contributions and withdrawals with your targets to make sure you are on course. We will also monitor your portfolio for tax efficiency.
- Gifting StrategiesReview of the estate plan to ensure that it is current, reflects your wishes and that all of the proper documents are in place. We will review gifting strategies, beneficiary designations, asset titling, philanthropic and multi-generational planning as necessary.
- Asset Protection