Friday, 31 July 2009
Financial Planning and Investment Management
If you’re visiting our Web site, chances are you’re facing critical decisions about your financial future. Perhaps you’re thinking about issues such as:
How do I preserve capital while getting the best return on my investments?
Can I maintain my lifestyle indefinitely?
How much should I spend on a second home — and what is the best way to finance it?
What is the most efficient way to fund my children’s or grandchildren's education?
When is the right time to retire?
Should I take my pension as a lump sum?
Which company stock options should I exercise, and when?
Do I have too much life insurance? What about long-term care?
How do I minimize taxes?
How can I efficiently transfer wealth to my heirs?
As you probably realize, the answers to these questions are fundamentally interrelated, which is why it’s best to seek multi-disciplined advice that is seamless and integrated. And if you prefer guidance that is very personalized, highly professional, independent, and objective, consider Brinton Eaton Wealth Advisors, a firm built upon long-term trust-based client relationships.
A full-service, fee-only, wealth management firm, Brinton Eaton Wealth Advisors provides integrated financial planning, tax advisory, and investment management services to individuals and institutions nationwide.