Wealth Strategies
At Bainco, we strive to provide a family office orientation within the investment process. In addition to managing equity and fixed income, we provide resources for financial consulting often found in a family office setting. Our in-house Certified Financial Planner™ works with our clients and their advisors on tax strategies, cash flow planning, estate planning, charitable gifting, and a wide range of other financial planning issues. Each client's unique needs draw upon our experience, allowing us to provide invaluable insight into practical strategies and solutions.
Services include, but are not limited to:
- Estate planning consultation
- Income Tax Consultation Related to Your Investment Holdings
- Cash Flow Planning Consultation
- Debt Consolidation Consultation
- Education, Retirement, Stock Option, and Charitable Gift Planning
Topics of interest
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Investment Policy Statement |
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Now is the Time for Intra-Family Loans |
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Financial Opportunity in a Time of Crisis |
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The Value of a WorkPlan |