the military, making us one of the most tactically trained security companies in the industry. We are services. We pride ourselves on our expertise in asset protection and our commitment to excellence when it

and specializes in wealth and investment planning, including asset allocation, investment management, retirement planning, tax planning, and estate

from their aggressive tactics. We understand how important it is to protect your rights and assets, and our

financial literacy. Our team carefully examines clients' current assets and existing plans to craft a path to. Our services include personal investment guidance, 401K plan allocations and management, and OU retirement plans and management

, SEPs, 401(k), 403(b), rollovers, conversions, investments, asset allocation and basic tax strategies. James does not receive

investment strategies, which seek low correlation to traditional asset classes and markets, while providing liquidity and transparency up, which we use to determine how to allocate assets based on the chosen investment strategy. In

needs. Our clients include business owners, accountants, lawyers, asset managers, and high net worth investors from various and intangible assets, arbitration and mediation, purchase price allocations, and IPO/RTOs. With a team of experienced

$1 million or more in investment and retirement assets. We understand that the success of your retirement step of the way. From investment and asset allocation advice to tax planning and charitable giving, you

various services such as investment management, retirement planning, asset protection and estate planning. Our approach is tailored's unique needs and risk tolerance. Through strategic allocation of investments and carefully selected investment managers, we

is to help client companies develop strategies and tactics to achieve uncommon performance. Our three-pronged approach selecting critical team members, to brainstorming how to allocate resources across competing priorities. Our experienced team is

level of financial independence. We specialize in asset management and portfolio allocation, but also provide a holistic approach

and portfolio management services to clients with investable assets over $500,000. Our services are tailored to services, such as investment strategy and implementation, asset allocation, portfolio management, retirement planning, savings plans, and other

-based legal firm that specializes in estate planning, asset protection and other wealth transfer needs. He is to ensuring that assets and investments are properly allocated. The team also offers advice on tax planning

agreements from being a custody lawyer, divide assets and properly allocate parental responsibilities. Service: If agreements could not

allow their clients to maintain control of their assets, protect those assets in the event of a disability, protect money from taxes, allocate inheritance distributions, and allow timely access to needed

managing wealth with an emphasis on diverse, multi-asset class portfolios. Our OPCM Global Portfolio, uses the. OPCM portfolios are customized, managed in-house, and allocated across multiple asset classes. These include equities, fixed

Wealth Management Retirement Planning Investment Advice 401(k), 403(b), Profit Sharing Traditional and Roth IRA Life and Key Man Insurance Finance Asset Protection and Estate Planning Asset Allocation Consulting Portfolio Review

those looking to manage about $500,000 of assets. We provide preliminary planning analysis and feedback at no cost, including tax strategy and investment allocation. We offer flat fee for a one time

the best decisions on how to divide assets and debts, allocate income and expenses, and address any complex