Carl Richards
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.
If you cannot afford our fee minimums we provide limited pro-bono planning to those in need. Contact us to learn more
Cavalot Capital LLC ("Cavalot Capital") is a registered investment advisor offering advisory services in the States of California, Louisiana, Nevada, 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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