Palm Capital Management
There is no sense in working to accumulate assets if you are not going to have a plan for them. Our financial planning tools and technology will serve as a visual guide to help monitor the likelihood of your financial success. In creating a blueprint for your future, it’s important to have a realistic set of expectations, along with a mix of discipline and flexibility. Our team will add years of experience and professionalism to your financial and retirement plan by providing you the following:
Our process will assist you in developing a plan of action that can lead to a successful retirement. We implement customized strategies and test your financial and/or retirement planning capabilities through the use of a Monte-Carlo simulation. Our clients depend on us to manage and provide advice on the following types of retirement accounts:
Our team will design and implement a personalized investment strategy that is based specifically on your long-term plan and risk tolerance. The approach to wealth management implemented at Palm Capital Management can be classified as fundamental, cost-efficient, tactical, and long-term. Investment vehicles that we utilize include:
Estate & Legacy Planning
As fiduciaries, we feel responsible to emphasize the importance of a well thought out estate plan, and consider it an essential part of financial and retirement planning. We want our clients to be in control of the legacy they leave behind, and avoid probate whenever possible. In addition, we guide our high net worth clients through efficient estate tax planning and asset protection while working with attorneys and CPAs to achieve the desired goals. Types of estate planning related accounts we manage include:
If there is an income gap in your current financial plan, our team has the resources to help you fill that void to manage your risk and protect your family. All policies are different, and our team has the capability to provide a variety of options so you can choose the policy that best fits your needs. Types of insurance policies we can assist with include:
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Whether you are preparing for, approaching, or in retirement, your financial planner at Palm Capital Management will engineer a customized strategy that takes your unique goals and needs into account.