Our Services
At Capital Resource Management, LLC , we provide assistance in the following areas:
The following services we provide are:
- Asset Allocation Planning
- Estate Planning
- Investment Advisory Services*
- Business Succession Planning
- Charitable Planning
- Retirement Cash Flow Planning
- Executive Planning and Services
- Risk Management
- College Planning
- Online Account Aggregation Services
These strategies could incorporate any of the following sample planning themes:
Estate Planning
- Gift and estate tax strategies
- Multigenerational planning
- Asset valuation discount techniques
- Remainder Interest transactions
- IRA/Qualified Plan distribution strategies
- Asset Protection Plans
Business Succession Strategies
- Buy/Sell consulting
- Development of exit strategies
- Family transfer issues
- Buy/Sell agreement funding
- Business practice valuation
- Non-qualified executive compensation
Charitable Planning
- Identify charitable objectives
- Development of charitable strategies
- Cash flow planning analysis
- Life insurance and charitable giving
Investment Advisory Services*
- Identify investment objectives
- Evaluate risk tolerance
- Optimize asset allocation design
- Develop Investment policy statement
- Ongoing investment monitoring
- Web based portfolio tracking
Executive Compensation Planning
- Identify compensation objectives
- Development of executive planning strategies
- Cash flow planning analysis
- Key man planning services
- Fringe benefit design services