Copyright © 2010 Scarsdale Investment Group Ltd. All Rights Reserved.
Investment Advisory Services:
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Consultation regarding investing in bonds, stocks, real estate and alternative investments. |
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Custom design of a bond portfolio to support your goals and needs. |
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Implementation of the bond portfolio design by the purchase and sale of individual bonds. |
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Periodic bond portfolio reviews and reports. |
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As necessary, strategy modification and implementation of portfolio changes in the event of anticipated and unanticipated life transitions, and economic events. |
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Review of your tax situation to establish a tax effective portfolio. |
Financial Planning Services:
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Consultation regarding your insurance protection plans and appropriate coverage needs. |
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Consultation on investments that you own and investments that you are considering. |
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Preparation of a financial plan measured by success in meeting your financial and life goals, and perodic reviews of progress toward goals. |
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Estate planning. |
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Consultation regarding cash flow, budgeting , mortgage refinancing and loans. |
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Implementation of cash flow strategies including the establishment of lines of credit for emergencies to meet unplanned transitions and planned transitions such as education and retirement. |
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Meeting with client's other professional advisors regarding tax and estate planning issues. |
Scarsdale Investment Group
The Unbeaten Path to Secure Investment Growth
