Wealth Planning

Navin can work with you to prepare a comprehensive plan to:

  • Clarify financial goals.
  • Create a net-worth statement.
  • Recommend investment strategies to achieve a client's financial plan.

Investing

  • Custom design portfolios based on needs for income, growth, and security.
  • Diversify to manage risk and achieve return objectives.
  • Review and rebalance on an ongoing basis.

Tax Planning

In consultation with tax advisors, we can help identify tax-minimizing strategies that can:

  • Protect wealth.
  • Enhance after-tax retirement income.
  • Minimize estate taxes.

Estate and Legacy Planning

Navin can work with lawyers or estate planners to protect estates and investments for future generations and create an enduring family legacy.

  • Identify opportunities to protect estates and investments for future family generations.
  • Help simplify estate settlements.
  • Help create an enduring family legacy.

Retirement Planning

  • Maximize retirement savings and income.
  • Coordinate transition into retirement.
  • Assist with business succession.

Insurance Planning

Navin has a developed professional network and can introduce and work with insurance agents to integrate products to protect, enhance and minimize tax implications.

  • Protect financial security.
  • Enhance after-tax wealth.
  • Minimize impact of estate taxes.

*Through RCC's Insurance Partners

Education

  • Assist with tax-advantaged strategies to fund a family member's education.

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