All planning engagements start with identifying your goals and objectives and evaluating your current situation. Projects can range from Comprehensive Plans incorporating every aspect of your finances to a single area or issue you would like to address.
Once a Planning Project has been completed, we offer ongoing planning in the form of a monthly subscription. Think of it as having a a planner on retainer to assist with both monitoring current goals and any financial challenges that pop up.
While Independence means different things to different people, we view it as becoming an owner (of your time and money) and pursuing your ideal lifestyle.
Selecting the most advantageous retirement and benefit packages, self-employed taxation, advanced tax planning, evaluating growth opportunities, maximizing cash flows, exit planning.
Tax projections and modeling, minimizing tax impacts, diversification strategies, asset/liability matching to reach specific goals, exit strategies, owner empowerment.
Portfolio analysis and optimization, asset allocation strategies, diversification, inflation protection. Allocating portfolios to match your specific goals and liabilities.
Portfolio analysis, diversification strategies, crypto compensation, tax accounting, strategies and planning, custody and security, estate planning.
Cavalot Capital LLC ("Cavalot Capital") is a registered investment advisor offering advisory services in the States of California, Louisiana, Oregon and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, cryptocurrency, protocol, token or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
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