Fee-based Planning
Under this fee structure, we are compensated for the time and expertise we put into designing and creating your comprehensive plan and strategic recommendations. You will work with a CERTIFIED FINANCIAL PLANNER, who acts as a fiduciary during the entire scope of your engagement. If it makes sense for you, we can partner beyond planning to implement the best financial tools and solutions.
Retirement Distribution Planning
Distribution strategies differ significantly from accumulation strategies and come with unique risks to consider. Our team builds your customized retirement distribution plan to preserve, grow and distribute your wealth according to your goals. Fundamentally, we know that creating guaranteed income sources while strategically layering distributions will allow you maximize income and minimize tax implications. We then stress-test your plan to ensure that your vision is achievable throughout any market or economic conditions, allowing you to fully enjoy your “financial freedom years”. This strategy allows you to feel confident about your future and ultimately encourages you to spend more, live more and give more.
Business Solutions
Volante Integrated Planning provides corporate executives and small business owners with recommended strategies designed to ensure protection of assets, increase corporate and personal net worth and manage tax implications most efficiently. These services include guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, and business transition strategies.
Dental & Medical Professionals
We love helping dental and medical professionals build and leave a legacy. We believe that when you work hard money is a means to an end and a reward for the hard work you put in that allows you the freedom to live the way you want. Our team assists dental and medical professionals with:
- Managing school debt
- High-income tax strategies
- Low-paying residencies
- Protecting your most valuable asset – your ability to practice medicine
- Overcoming shorter time horizons to save for retirement after finishing training
- Business transition planning
Tax Planning Strategies
While there are many different tax management strategies to consider – such as tax loss harvesting, charitable giving, exemptions and deductions – the ideal place to start is to determine the changes that will be best for your overall portfolio. With your overall portfolio strategy and long-term objectives in full context, there are several proven tactics you can use to seek to minimize tax liabilities.
Our team will provide you with an independent investment perspective on various tax and estate strategies you may be considering and refer you to qualified tax specialists. We also suggest talking to your tax advisor.