Advantage Tech works with the Milestone Asset Management to provide a number of Financial Planning Consulting services
to both individuals and corporations. We coach our clients to articulate and realize their financial goals by taking a holistic approach to wealth management.
Most of our involvement in financial planning is at the time of career transition,
during which time we provide advice to our individual clients about how to marshall their
financial resources to ensure adquate cashflow during the period of transition, and also to
assess the financial goals they need to set for themselves in the comming years in the workplace.
To enhance the value we bring to clients, we also understand that coordinating professional advice is critical.
Should our clients require such specialized services as advanced tax or legal advice,
we will ensure that these professionals are integrated into the overall process.
In this capacity, each client receives a written document that provides in-depth analysis and recommendations in the following areas:
Net Worth Analysis
diversification of family assets
tax efficient debt structure
benchmarking for accumulation
Severence Package Strategies
Tax minimization of payout
Analysis and recommendation of package options
maximization of deductions and deferrals
income splitting structures
tax effective portfolio management
analysis for life and disability insurance coverage