At Creveling & Creveling, our goal is to help you make smart financial and investment decisions year after year. To achieve this, we examine not only your current investment strategies, but all areas affecting your financial well being. Our service starts with a detailed discussion of your goals and priorities along with a thorough analysis of your current situation. We then develop and help you implement specific financial planning and investment strategies to help you achieve your financial and lifestyle goals.
Quarterly portfolio reviews along with more comprehensive annual reviews ensure your planning stays on track. We are available throughout the year to help deal with new planning issues as they arise. Our detailed wealth advisory service covers all aspects of your financial life, including:
- Initial financial review
- Development of long-term financial planning and investment strategies
- Incorporating 401(k), 403(b), IRAs, corporate pension plans
- Buy/rent decisions
- College funding strategies
- Currency decisions
- Customized global portfolio design and advice
- Dual-nationality marriage considerations
- Estate planning considerations
- Executive compensation maximization
- Home and investment property purchase analysis
- Insurance needs analysis
- Utilization of Thai LTF/RMF, provident funds, mutual funds
- Lump sum vs. annuity decisions
- Net unrealized appreciation analysis
- Pre-retirement decision making and structuring
- Retirement/goal funding strategies
- Stock option/RSU analysis
- Tax and fee minimization
- Long-Term Tax planning