Services Focused on Lifelong Returns

IP_Services
 

 

  • Review Personal/Family Needs, Goals, and Beliefs
  • Wealth Transfer Planning
  • Determine Financial Objectives (e.g., Time Horizon, Risk Tolerance, and Asset Allocation)
  • Health Care Planning
  • Portfolio Construction and Management
  • Coordinate and Integrate Financial Planning with Existing or New Financial Professionals (e.g., CPA, Attorney, etc.)
  • Provide Investment Selection
  • 1031 Real Estate Review
  • Monitor Portfolio (on Discretionary Basis)
  • Stock Option Planning Analysis
  • Rebalancing and Reallocation
  • Cash Flow Analysis
  • Retirement Planning
  • Charitable Planning
  • Estate Planning
  • Tax Management Strategies
  • Business Planning
  • Investment Tax Planning
  • Succession Planning
  • Debt Management Review
  • Risk Management Planning
  • Insurance Review
  • Education Planning
  • 401(k)/Employer Retirement Plan Review
  • Asset Protection
  • Review Plan Benefits
  • Salary Deferral Options

 

 

Fixed insurance products and services, and tax and accounting services offered by Cape Point Wealth & Tax Management are separate and unrelated to Commonwealth.