Investment Management
We manage our clients’ investment portfolios and provide ongoing investment advisory services which include:
Asset Allocation
- Develop an investment strategy that meets your goals
- Diversify your portfolio taking into consideration your risk tolerance
- Employ cost effective investment instruments
Tax Efficiency
- Build your portfolio with tax consequences in mind
- Manage portfolio gains and losses on annual basis
Monitoring and Rebalancing
- Monitor your portfolio making adjustments when necessary
- Rebalance your portfolio when necessary due to life changes and events
Click here to view our table of service fees
Financial Planning
Street Smart’s financial plans address the following areas:
Retirement Considerations
- Clarify goals and lifestyle
- Determine sources of income and cash flow needs
- Provide retirement projections and tax implications
Cash Flow Management Considerations
- Project cash flow needs
- Determine required savings and investment levels
Education Funding Considerations
- Discuss funding and saving options
Insurance Considerations
- Evaluate existing policies (such as disability, long-term care, property and casualty, and life insurance…etc.)
- Adjust coverage and assess future insurance needs
Estate Planning Considerations
- Review tax consequences of current estate structure
- Analyze documents, deeds and beneficiary designations
- Coordinate and plan with estate attorney
Hourly Financial Consultation
Financial planning on specific issues or concerns is available on an hourly basis.