Welcome to Cadence Capital Investments
In conjunction with a client’s CPA or accountant, Jamie provides strategies to help them manage taxes, specifically income and estate taxes, to help reduce or eliminate those they can. He addresses his clients’ personal interests and responsibilities. Most people are concerned with three issues: making sure their heirs are taken care of; that they have a medical insurance strategy for lifetime beyond employment, and that they have a retirement distribution plan that considers their net worth and lifestyle costs. Through his discovery process, he surfaces these issues and using wealth management strategies, recommends suitable solutions.
Estate Planning
Income Planning
Asset Preservation
Tax Mitigation
Risk Mitigation
Business Planning
QPRt
CRT
TORCA
Wealth Management
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Video Library
NOT just for Millionaires and Billionaires
21st Century Trust Funding Method
Beneficiary Liquidity Plan
