Our Watchful Eye. Your Peace of Mind.

Transcription

1 Our Watchful Eye. Your Peace of Mind.

2 What s Your Financial Vision? A s you look ahead, do you have a clear picture of your financial future? What s important to you and your family? What will it take financially to fulfill your vision? Are you confident that your current plan will get you there? These can be difficult questions to answer. It s easy to get consumed by the hectic world of daily living, balancing family, business, religious, charitable, community and social obligations and it s very easy for all of us to delay planning and become complacent in developing a financial plan that we follow faithfully. When it Comes to Your Peace of Mind, We re on Watch Trust in your financial and tax planning experts is essential. If you have unanswered questions clouding your path, it s impossible to achieve peace of mind and enjoy the wealth you have worked so hard to create. Doubt in your plan can lead to rash decisions that can negatively impact your financial position both short and long term. If you have questions about your financial future, allow EagleStone to help. As your fiduciary, we help you make prudent decisions to advance your financial objectives. While you deal with life s everyday demands, we will diligently keep watch to make sure your finances and tax planning are where you want them to be. Taking the necessary steps to prepare for the unpredictable is difficult amid life s every day demands. At EagleStone, we help our clients look to the future to manage wealth and mitigate risk. Our Independence Provides a Distinct Advantage Our status as an independent wealth advisor and fiduciary is at the core of our organization. Our role as fiduciary means we are legally obligated to provide unbiased guidance to clients without undue influence of any financial institution or product. We are financial stewards of client finances and our guidance is driven solely by what is in our clients best interest. We put the interests of our clients ahead of our own by stepping into their shoes and making decisions from their perspective. Our litmus test is the question: Would we be comfortable providing the same advice to our family members? Page 2

3 What s Your Financial Vision? Your Finances Demand An Integrated Approach In today s financial environment, it s simply not enough for a wealth manager to help individuals select the best investments. At EagleStone, we understand this intimately. As both accomplished tax professionals and Certified Financial Planners, we offer clients an integrated total financial solution that focuses on wealth accumulation, asset protection and risk management. An effective capital gain tax reduction strategy is integral to investment portfolio management. Estate tax reduction is critical to asset preservation, and tax law changes impact long term-retirement independence planning. The bottom line is: prudent investment and financial decisions must be made while considering taxes and vice versa. EagleStone was founded to provide a total financial solution to savvy clients. Protecting Your Financial Legacy - For Today, Tomorrow & Generations to Come Without question, today s financial landscape is complex for even the most sophisticated investors. How do you effectively plan for today, the future and generations to come? How do you plan for the unknown and unpredictable? How do you mitigate the risks of inflation, taxes, market downturns and a variable interest rate environment? Today, more than ever, it s essential to have the flexibility of an integrated approach that provides a holistic view of financial planning, investment portfolio management, tax planning and accounting. At EagleStone, we see ourselves as the CEO, CFO, and COO of your finances while you are the Chairman of the Board. Our team of specialists, comprised of financial advisors, CPAs, CFPs, and professionals who hold designations such as MST, JD, and PFS, guide you through tactical, strategic and technical decisions, while simultaneously providing the comprehensive expertise needed to formulate sound recommendations based on your short-term needs and long-term goals. Whether for comprehensive analysis of investment strategies and performance or for real time and clientfriendly reporting, EagleStone remains at the forefront of financial technology. Page 3

4 In today s complex financial environment, Successful Wealth management for high-net-worth Individuals demands a comprehensive approach that blends sound portfolio management with taxefficient strategies. The multi-disciplinary EagleStone team consists of Certified Financial Planners, CPAs, and professionals with JD, MST, and PFS credentials. Jim Warring, Founder & CEO Page 4

5 What You Can Expect from EagleStone? With EagleStone as your Wealth Advisors, you can expect: Fiduciary Responsibility as an SEC Registered Investment Advisor (RIA), we are independent of any undue influence from any financial institution or product. Independent Guidance we provide objective, non-proprietary investment services and advice through third party custodians to protect client assets. Alternative Investments - we provide unique access to fund managers, non-publicly traded Real Estate Investment Trusts (REITs), Business Development Companies, tax-beneficial Oil & Gas limited partnerships, private placements, and IPOs. Knowledge We offer an experienced staff, with professional credentials of CFP, CPA, JD, PFS, and MST. Our people are a true family of advisors with immense knowledge for client advocacy. Competitive Fees We offer a highly competitive fee structure using investments that feature no loads, no commissions, no transaction fees, and low costs. Proprietary Technology & Research Our investment into research, educational tools, and technology serve effectively to manage client portfolios and diversify risk. With EagleStone as your Tax & Accounting Advisors, you can expect: Experience CPAs with decades of comprehensive personal and business tax and accounting experience, serving hundreds of clients large and small through many tax law changes. Tax Efficiency We offer an integrated approach for tax efficient portfolio management, including harvesting tax losses prior to year end. Easy Fee Structure We offer a unique flat-fee structure where clients pay either an annual or quarterly fee. We do not nickel and dime clients with bills over phone calls. In fact, we encourage clients to call our offices. This equates to open communication and a superior level of service. Integrated Services You no longer need four different advisors who don t communicate with one another. With taxes, investments, insurance, and estate planning all under one roof, the client no longer gets caught in the middle of four different offices. Page 5

6 Integrated Tax & Wealth Management Tax Services Accounting Services Insurance Options Available Tax Return Preparation & Planning (Individuals, Corporation, Partnerships, LLCs/LLPs, Estates, Trusts & Gifts, Not for Profit Organizations) Business Formation & Start Up Tax Compliance Property & Corporate Franchise Tax returns Resolving Issues with Taxing Authorities Divorce & Support Issues Tax Effects of Buying/Selling a Business Accounting & Bookkeeping Services Bill Pay Accounting System Setup & Support Pension 401(k) Plan Design Compilations of Financial Statements Financial Statements (Personal & Business) General Ledger Maintenance Financial Forecasts & Projections Consulting Services for Audit Preparation Term Life Whole Life Universal Life Long Term Care Disability Group Health & Dental Financial Planning, Investment & Wealth Management services provided through EagleStone Wealth Advisors, Inc. Tax & Accounting services provided through EagleStone Tax & Accounting. P: F: info@eaglestonewealth.com 11 North Washington Street Suite 720 Rockville, MD 20850

7 Integrated Tax & Wealth Management Investment Options Available Hybrid Options Available Managed Account Platform Individual / Joint / UTMA IRAs Trusts Pension & 401k Plans Corporate Omnibus Accounts Not for Profit Foundation Direct Participation Programs REITs (Real Estate Investment Trusts) BDCs (Business Development Companies) Direct Land Investment Equipment Leasing Passive Income Generators Alternatives for Capital Loss Carry Forwards Capital Markets Accounts (IPOs) Hedge Fund Accounts Private Equity Funds Options Strategies (Calls & Puts) Oil & Gas LP Tax Deductible Investments Like Kind Exchange Tax Deferral College Savings Accounts Annuities Variable Fixed Indexed Equity Indexed Universal Life Variable Life Financial Planning, Investment & Wealth Management services provided through EagleStone Wealth Advisors, Inc. Tax & Accounting services provided through EagleStone Tax & Accounting. P: F: info@eaglestonewealth.com 11 North Washington Street Suite 720 Rockville, MD 20850