Palm Capital Management

Financial Services

Financial Planning

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:

  • Cash Flow and Budget Analysis
  • Monte-Carlo simulation
  • Risk Tolerance Discovery
  • Asset Class and Inflation Projections
  • Personal Net Worth Statement
  • Economic Analysis

Retirement Planning

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:

  • Traditional IRAs and Roth IRAs
  • Rollover IRAs and In-Service Rollover IRAs
  • Pensions and Social Security
  • Medicare and Long-Term Care
  • Fixed Annuities
  • 401(k), 403(b), 457, and other company-sponsored retirement plans

Wealth Management

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:

  • Exchange-Traded Funds (ETFs)
  • Individual Stocks and Bonds
  • No-Load Mutual Funds
  • Options Trading
  • Real Estate Investment Trusts (REITs)
  • Alternative Investments (for qualified investors only)

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:

  • Revocable and Irrevocable Trusts
  • Living Trusts
  • Testamentary Trusts
  • Charitable Trusts

Risk Management

The insurance services conducted by Alano Massi and Palm Capital Management are considered outside business activities from Dynamic Wealth Advisors. They are separate and apart from Mr. Massi's activities as an investment advisor representative of Dynamic Wealth Advisors.

  • Term Life Insurance
  • Whole Life and Universal Life Insurance
  • Supplemental Health Insurance
  • Long-Term Care Insurance

The insurance services conducted by Alano Massi and Palm Capital Management are considered outside business activities from Dynamic Wealth Advisors. They are separate and apart from Mr. Massi's activities as an investment advisor representative of Dynamic Wealth Advisors.

Schedule your consultation.

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.