Establish a clear financial vision with knowledgeable financial advisors.
Creative Financial Advice Tailored to Your Unique Situation
Harnessing our extensive expertise and imaginative financial strategies, we craft a customized plan that aligns precisely with your intricate financial requirements and aspirations. Supported by a seasoned team and an expansive network of resources, your dedicated financial advisor empowers you to effectively navigate crucial decisions and pivotal milestones, instilling a profound sense of assurance in your financial future.
BUSINESS FINANCIAL MANAGEMENT
Business Owners May Qualify For More
We had a client that had sold a business for a few million dollars. There was no cost basis in the business so there was a large capital gain tax expected. Through our discover phase we learned that this business owner was very active in the real estate market place. If he qualified as a “real estate professional” we knew that there was a potential favorable IRS code that could benefit his tax situation.
BUSINESS SUCCESSION PLANNING
Education About Your Financial Future
We provided a written summary of how Medicare works for one of our clients so they better understood the options they had. This also helped them understand what benefits they received, how much it will cost, how and when to sign up and what the gaps are. We really like to help educate our clients, so they are making informed decisions when it comes to their financial wellbeing.
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Speak to one of our trusted financial advisors or learn more about the services Clear Harbor has for YOU!