Protect...Grow...Repeat
Market & Economic Brief
Summer 2010
Leading economic leading indicators produced by ECRI continue to signal a slowdown in the U.S. economy but will need to deteriorate further before signaling another recession.
Potential tax changes in 2011 are reason to review tax strategy in 2010.
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Financial Planning
At Dightman Capital Group, a well designed financial plan will help us understand your unique goals and develop strategies to help you achieve them. By understanding the risk factors in your plan, as well as the fundamentals that drive returns for your portfolio, you are more likely to succeed in achieving your wealth creation and management goals.
We offer many financial planning services, and provide a sampling of the most popular below:
Concentrated Stock Services
- Section 16 Officer Issues
- 144 Stock Transactions
- ISO & NQUAL Stock Option Analysis
- Risk Management & Income Generation Strategies
Retirement Planning
- Roth IRA Conversion Video
- Asset Accumulation Strategies
- Retirement Income Evaluation
- Income Generation Strategy
- Retirement Account Distribution & Transfer Analysis
- Life, Disability & Long-term Care Insurance Analysis
College Funding We specialize in helping high-income earning families who do not qualify for financial aid develop strategies to more effectively prepare for and potentially lower the cost of college.
- Calculate Expected Family Contribution (EFC)
- Estimate Total College Cost
- Understand Saving Strategies (529, Custodial, ESA, etc.)
- Explain Federal & Institutional EFC Differences
- Identify Potential Tax, Cash Flow, and Asset Strategies*
*Tax & cash flow strategies in coordination with your tax advisor.
Retirement Account Funding Strategy
- IRAs & ROTH IRAs
- SEP & SIMPLE IRAs
- Qualified Plans (401k)
Estate Planning Dightman Capital offers initial estate planning consultation services with advance planning strategy referred to CPA and Estate Planning Attorney experts.
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