Tax Planning, Compliance and Financial Planning for Entertainers

Financial Planning

We believe in comprehensive and holistic financial planning and wealth management. The combination of planning, taxes, and investment management can help build wealth and put your mind at ease. There are three primary points of emphasis in our service offerings.

Financial Planning

Financial planning is the process of developing a plan to help you meet both short and long-term goals. Through a series of initial meetings, we will help clarify your hopes and dreams, and develop concrete plans to help you achieve them. Along the way, we will have regular meetings to update the plans and be on hand any time you need to answer questions. While this is not an inclusive list, financial planning can include:
  • Retirement planning
  • College or educational planning
  • Tax planning
  • Insurance or risk management
  • Debt management and repayment
  • Investment management
  • Legacy and estate planning

Investment Management

Investment management is the proper allocation of your investable assets to minimize risk, minimize taxes, and maximize growth to meet your needs. We utilize customized portfolios for our individual situations based on your risk tolerance and savings goals. Most importantly, we perform our role as a fiduciary. We have a duty of utmost good faith to act solely in the best interests of each client. One way we do this is by charging on a fee-only basis, using non-commission-based products with low fees to maximize your returns.