You are to be congratulated. Contrary to what seems to be the theme today, it's not easy to succeed. You have worked hard, sacrificed, and invested to be where you are today. So, the question is, where do you go and what do you do from here?
Those with investable assets over $1,000,000 often have available options and needs other investors don't. Such needs may include specialized trusts to avoid estate taxes or for charitable donations or to ensure assets take care of generations. Perhaps there is a need for significant tax-free income as part of one's long term retirement plan. Perhaps one would benefit from alternative assets* offering large upfront tax deductions^ or potential tax-free income and gains. Maybe the use of specialized asset managers that utilize tax efficient strategies would enhance one's portfolio. Here are a few more ideas we have to assist you in your long term journey.
* Enhanced Financial Plans and Proposals
* Tax-managed and Direct Indexing Portfolios
* Potential lines of credit based on your portfolio so you can take advantage of
potential opportunities without having to sell assets.*^
Whatever your needs, we are your resource and we have access to advanced tax and legal resources to assist in creating the right plan for your journey and for the journeys of those you love.
The video content on this page was developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material is designed to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. No returns are implied or certain when investing in securities.
*Certain financial requirements are necessary in order to invest in alternatives or to view a prospectus. Distributions are not guaranteed and these investments may carry higher risks of illiquidity than standard investments. Like all securities, there is risk to principal. Not FDIC insured.
^Please consult your tax advisor regarding any potential tax benefits.
*^ Lines of credit offered by Orion Cash and Credit. Not affiliated with either Paine Financial Services or Centaurus Financial Inc.
Securities and advisory services offered through Centaurus Financial, Inc.,
member FINRA and SIPC, a registered broker/dealer and registered investment advisor.
6627 Bay Laurel Pl, Avila Village, CA 93424
Phone: 805-473-6679 Fax: 805-258-5476
CA Insurance License #0703952
Branch Office: 1186 E. Grand Ave., Arroyo Grande, CA 93420
Paine Financial Services and Centaurus Financial Inc are not affiliated.
Neither Paine Financial Services or Centaurus Financial, Inc. offer tax or legal advice.
This message is intended for residents of the United States of America in certain states only.
Please check with us to ensure we are registered in your state.
No investments are offered without a prior prospectus
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