Skip to content

Services

Investment Management

  • Withdrawal Strategies
  • Tactical Asset Allocation
  • Pro-Active and Disciplined
  • Offensive vs. Defensive Strategies
  • Tax Efficiency 

Risk Management

  • Special Risk Protection
  • Long-Term Care Planning
  • Life, Health, and Disability Insurance
  • Asset Protection Strategies
  • "Financial Engine" Planning 

Estate Planning

  • Wills and Trusts
  • Special Tax Savings Approaches
  • Gifting Strategies
  • Living Wills and Power of Attorney
  • Legacy Planning: Dynasty Trusts, Philanthropy, Ethical Wills, and Maintaining Values of Generations.

Financial Independence Planning

  • Financial Independence Roadmap
  • Multi-Scenario Planning
  • Tax Planning
  • Cash Flow Planning
  • Live for Today vs. Long-Term
  • Debt Equity Strategies

Education Planning for Children and Grandchildren

  • Create a College Plan by calculating time frame, college choice, contributions, and etc.
  • Explore and Compare College Savings Options
  • Create a Education Savings Account
  • Look into Grants that your family may qualify for.
  • Tax Credits 

Charitable Planning

  • Create a Charitable Planning Checklist
  • Asses Donor Intent
  • Determine length of time for donations.
  • Financial/Estate/Tax Planning Considerations for non-cash asset contributions.
  • Conduct due diligence on the nonprofit organizations you wish to support.

 Comprehensive Financial Planning

 Portfolio Design

We take care of your books for you, so you can get back to the job of running your business and generating profits.
Learn More...
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Learn More...
We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
Learn more...
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
Learn More...
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Learn More...

© The Gentry Group LTD. 2021