As an advisor to our clients, Labyrinth Strategies continually seeks to identify opportunities to:
- Lower financial costs
- Increase the benefits of existing resources
- Reduce tax inefficiencies which can degrade net results
- Eliminate or reduce financial impediments to wealth accumulation and preservation
To preserve family lifestyles and/or provide legacy benefits, we assess the amount and type of investment assets and insurance. Given the tax-favored nature of the death benefit, life insurance can be used effectively as a wealth accumulation and transfer vehicle.
A review of individual and family circumstances helps us to develop sound plans for retirement, education, or major purchases. Recognizing that consistent compounding of returns is the most effective way to pursue wealth accumulation, we encourage portfolio construction based on diversified asset allocation, in order to generate competitive risk-adjusted results.
Despite the sizable correction of asset prices that has taken place in recent years, many families remain exposed to the likely effects of estate taxes. This tax is one of the greatest impediments to wealth preservation, the potential effects of which can be mitigated by financial planning. Working with our clients’ legal and accounting professionals we help fund adaptive estate plans, and coordinate the financial disciplines needed to implement such plans.
Please contact us to discuss your individual and family financial planning needs.