Smart Portfolio Management

Smart Portfolio Management

Are you thinking about retirement? Have you been asking yourself whether you can afford to retire now or if you are saving enough for retirement? It is important to consider all your options and create a plan that meets your needs. Smart Portfolio Management can help you review your 401(k) investment election options, minimize taxes while maximizing your retirement income, and ensure that you are investing your savings appropriately based on your risk tolerance. We can also help you prepare for long-term illness in retirement and protect your retirement savings from stock market declines. Additionally, we can provide comprehensive advice if you are expecting an inheritance or inherited IRA, selling your business and needing business succession planning, or have won the lottery and need help handling the money. Our advisors can also help you with retirement and financial independence planning, estate planning, social security benefit election strategies, required minimum distributions from qualified retirement savings, and major life changes such as death of a spouse, divorce, or a qualified domestic relations order. We can review your variable annuities, life insurance, indexed annuity, and fixed annuity plans, as well as your deferred compensation plans and Medicare supplement coverage or Medicare advantage coverage options. Finally, we can advise you on how to draw down on your retirement savings without running out of money before running out of life. At Smart Portfolio Management, we understand that retirement planning requires more than just financial knowledge. Our team of experienced advisors will work closely with you to ensure that your plan meets your goals and lifestyle needs. Contact us today to learn more about how we can help you prepare for a successful retirement.

JD's Tax-Smart Wealth Management

JD's Tax-Smart Wealth Management is devoted to providing peace of mind to the prosperous. We help our clients plan for retirement in an individualized way while safeguarding their wealth, pursuing their goals, and minimizing their taxes. We put our clients first, taking the time to get to know and understand their needs, hopes, and long-term objectives. We develop strategies specific to each person's unique situation and then work to implement and monitor them.At JD's Tax-Smart Wealth Management, we are aware of the financial difficulties many families face today. Whether it is managing debt, saving for college, or planning for retirement, these personal monetary issues can be daunting. Our goal is to use all our resources to assist you in reaching your goals. We do not accept conventional wisdom at face value and are always looking for new methods of investing and preserving wealth for our clients. Our entire staff puts all their energy, commitment, and effort into helping you succeed and making sure you are satisfied with our services.

Smart Path Wealth Management

Smart Path Wealth Management is a financial planning and investment management company based in the East Bay Area for technology professionals. We offer tailored strategies to help our clients reach their financial goals. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

All County® Portfolio Property Management

All County® Portfolio Property Management is committed to providing reliable and trustworthy management of your most important investments in Columbus, OH. Our team of licensed professionals have over 30 years of experience in delivering successful rental property solutions for our clients. We understand the importance of maximizing profits and minimizing expenses, and our services are designed to help you achieve both. With our expertise and dedication, we'll work hard to ensure that you get the best possible returns on your investment and peace of mind that your property is well cared for. Contact us today to start a conversation and ensure that your properties are in capable hands.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Lucchesi Property Group

At our real estate firm, we go above and beyond to put our clients’ best interests first. Our team has extensive education and experience in both commercial and residential real estate, which we use to guide clients through their real estate journey. For customers looking for a commercial lease, our knowledge and insight can provide assistance. We understand how important it is to get the best deal for your business and will handle all aspects of your commercial lease negotiations. We also specialize in helping those who are buying or selling homes. Whether you are a first-time homebuyer, upscaling, downsizing, or anything in between—we have got you covered! We can advise on mortgage rates, market trends, and all other questions and concerns related to the buying and selling process. Finally, those who are interested in investing in the real estate industry can benefit from our portfolio management services. We can provide advice on the best real estate investment strategies and assist with financial planning. Overall, our mission is to provide the highest quality of service and ensure that our clients get the best outcome possible. Let us use our expertise to help you with all of your real estate needs.

Hughes Marino

Hughes Marino is a real estate advisory firm that provides corporate clients with strategic guidance and services in the areas of lease negotiation, acquisition, construction, portfolio management, auditing and facility management. The company has gained broad recognition for its success, having been named the #1 Best Place to Work in the Nation by Fortune magazine, #2 Top Company Culture in the Nation by Entrepreneur and the # 1 Best Place to Work by local business journals in many of its office locations. The team at Hughes Marino is dedicated to delivering superior results for their clients, with a focus on helping them develop and execute successful real estate strategies. Their wide range of services includes lease negotiations and structuring, owner user acquisitions, construction and project management, portfolio management, lease auditing, lease administration, capital markets and facility management. The company also maintains an active presence on social media, regularly sharing updates on their dynamic culture on their blog, Instagram, Facebook, YouTube and Twitter channels.

Hughes Marino

Hughes Marino is an award-winning corporate real estate advisory firm, renowned for helping companies develop and execute effective real estate strategies. Our team specializes in representing occupiers of office, life science and industrial space in lease negotiations, owner user acquisitions, construction and project management, portfolio management, lease auditing, lease administration, capital markets and facility management. Hughes Marino has been named the #1 Best Place to Work in the Nation by Fortune magazine, #2 Top Company Culture in the Nation by Entrepreneur and the #1 Best Place to Work by local business journals in many of our office locations. We are proud of our dynamic culture and invite you to learn more about us on our blog, Instagram, Facebook, YouTube and Twitter channels. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Evensky & Katz / Foldes Financial Wealth Management

At Evensky & Katz / Foldes Financial Wealth Management, we are committed to providing our clients with the highest quality fiduciary-based wealth management services. Our team is experienced and knowledgeable, enabling us to apply the best investment principles to each individual situation, while prioritizing our clients' interests. We take the time to get to know our clients and their goals, in order to build trusting, long-term relationships. Through our dedication to providing top-notch services, we strive to be seen as a trusted financial advisor. The range of services we offer includes financial planning, portfolio management, retirement planning, and investment planning. We understand that every client has unique needs, so we strive to provide tailored advice and strategies to help them achieve their goals. Our commitment to making sure our clients' interests come first makes us stand out from the rest. Contact us today to learn more about how we can help you.