Our Services


BUSINESS PLANNING

As a business owner, your number one concern is growing your business. To that end, you face many financial decisions:

  • Are your key people happy, or do you risk their departure to “greener fields”?
  • Will your business suffer if a key person dies or becomes disabled?
  • Do your rank and file employees have retirement options?
  • Do you want to step back from business one day or retire altogether?
  • Are most of your wealth tied up in your business?
  • Who will take over when you are no longer with – or are no longer able – to run the operation?

The sheer number of decisions and their complexity can paralyze a business owner into no action. This type of inaction distracts you from effective management. It would be best if you had solutions for those complex business challenges. Our process and team approach will give you the proper techniques to answer these questions and many more.


FINANCIAL PLANNING

At Cape Cod Wealth Strategies, we believe our 3D Retirement Roadmap will help identify and solve specific problems to create your documented financial plan. Families can focus on getting their particular needs met and building their future. Depending on the complexity of the program, there is a one-time fee charged for this initial plan, which generally includes:

  • Cash-flow management strategies
  • Retirement Income and capital needs analysis
  • Investment analysis and strategies
  • Estate planning and tax maximization
  • Education funding strategies

WEALTH MANAGEMENT

Our goal is to provide our clients with the highest level of service and expertise in accumulating, transferring, managing, and preserving wealth. After your personalized 3D Retirement Roadmap is in place, Cape Cod Wealth Strategies oversees the implementation through ongoing monitoring and management of our clients’ plans:

  • We are implementing the strategies outlined in your customized 3D Retirement Roadmap.
  • Periodic and consistent reviews to evaluate potential changes to your 3D Retirement Roadmap
  • Ongoing asset management and coordination relative to your 3D Retirement Roadmap
  • Continued coordination with your other strategic partners