- Tax PlanningWe begin by assisting the client to articulate his or her estate objectives. We then analyze the client’s existing estate and the level of benefit which it provides to survivors. We explain the effect of existing documents on the client’s estate and identify areas requiring change so as to conform with the client’s objectives. This analysis includes detailed explanation of tax planning techniques which will enhance the level of protection and benefit which the client can provide to his or her family.
- Tax Services
- Income TaxThe proper planning and control of one’s tax liability is a critical step in the planning process. We provide periodic and detailed analysis of the client’s current tax position throughout the year. This includes the forecasting of possible alternative minimum tax and local tax liability, a review of withholding and estimated payments, and an analysis of all techniques which are available to control the final level of income tax liability.
- Investment ManagementMr. Trowbridge currently serves as tax and financial consultant to high net worth individuals and corporate executives, and heads up the investment management division of Saratoga Wealth Advisors.
- Mutual FundsWe will implement the agreed upon investment program through the use of individual stocks, bonds, mutual funds and individual money managers to meet your objectives.
- Bonds
- Accounting Services
- Cash Flow AnalysisThe analysis of an individual’s or family’s current income and spending patterns allows us to identify inefficiencies and valuable opportunities for more productive cash flow management. In certain cases, this may include debt management and consolidation.
- Financial PlanningSARATOGA WEALTH ADVISORS, LLC provides complete financial counsel to individuals seeking the highest quality tax, estate, retirement and investment planning expertise. Recognizing that financial counsel must fit the needs of the individual client, we have designed our range of services with a high degree of flexibility. This allows our professional staff to respond to the immediate tax and investment concerns and also to develop the longer-term financial planning process.
- Retirement PlanningPlanning for retirement has become increasingly complex and requires expert analysis of corporate benefit plans, the tax law, and investment vehicles and opportunities. Proper planning should also forecast the individual’s post-retirement needs.
- Asset ManagementMr. Trowbridge was a Regional Vice-President for Asset Management Group in Denver, Colorado, where he provided financial advice to Fortune 500 Executives and wealthy individuals.