At the most basic level, financial planning is identifying your destination and building a strong financial base to maximize your odds of getting there
Allocating resources efficiently is all about trade-offs. And while most people just think about this in terms of money, there are other, arguably more valuable, resources that can't be replenished as easily - namely time and energy. How will you spend yours?
Having sufficient assets and/or income to live your ideal lifestyle. This might mean working part-time or not at all, creating passive and investment income plans
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.
When you have any big decisions and you want an objective opinion, we are here. Unlimited phone and email support along with periodic meetings on your schedule.
Life doesn't always adhere to the plans we make, and that's ok. Job changes, new family members, sudden inheritances. Let's see what new opportunities might be available.
Most people come in with something that is urgent and needs to take top priority. Let's tackle whatever is bothering you first, then we can fill in the gaps as we go along.
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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