FINANCIAL ADVISORY SERVICES
Foundations Asset Management (FAM) is an affiliate of Mikunda, Cottrell, & Co., Inc. and provides comprehensive wealth management services. Services include:
Creating and Growing Wealth through Appropriate Investments and Minimizing Taxes
- Help define and prioritize your personal financial goals
- Assess your risk tolerance and time horizons
- Analyze and determine whether or not your goals can be met
- Tailor recommendations to best meet your specifications
- Implement the program and coordinate with other professionals
- Periodically monitor the progress and communicate recommended changes
- Evaluate impact of changing circumstances, both personal and economic
Protecting and Preserving Wealth
- Analyze overall investment portfolio
- Optimize asset allocation and diversification
- Analyze overall insurance plan including life, disability and long-term care needs
- Determine insurance appropriateness; adequacy, and cost effectiveness
Planning for the Distribution of Wealth during Life
- Qualified retirement plans – investment and distribution issues
- Executive stock options – funding, transferability, and tax issues
- Gifting to descendents – control and tax issues
- Charitable gifting – planning, tax and control issues
Planning for the Distribution of Wealth upon Premature Death
- Titling of assets
- Executor/Trustee issues
- Distribution to spouse
- Distribution to descendents and others
- Issues of tax efficiency, control, and management
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