Services
Advisory Services,
Ltd. provides the client with
objective analyses and recommendations with respect to financial
and investment opportunities, both business and personal. The recommendations
are developed from a total perspective of the client's resources,
objectives, and investment temperament.
For many, the firm's services provide the first opportunity to
clearly think through and crystallize their financial and estate
goals. The programs are designed to help the client make informed
decisions in terms of the client's unique situation.
Advisory Services,
Ltd. develops a financial, investment, and
estate program tailored to the individual:
Financial
- Summarize the client's present resources
- examining the economic mix and positioning of capital in
relation to the client's personal and business goals.
- Coordinate the client's
tax planning program - balancing the actions taken to reduce
tax obligations to be consistent with sound business planning
and investment principles.
- Analyze present business opportunities -
understanding the client's business and assisting in making
good business decisions...developing long range strategies to
add value and accomplish the client's goals, whether to ready
the business for sale at some future time or to own it forever
for transfer to the next generation.
- Analyze the executive's compensation,
retirement, and other benefit programs.
Investment
- Examine the present investment program
- assessing current investments' risk and return balance,
to determine if any refinement or restructuring is appropriate
to bring them in line with the client's objectives.
- Develop specific
recommendations for future capital allocation, as available
for investment.
- Assist in assessing new investment opportunities
that may arise, to determine if they fit into the individual's
program.
Estate and Insurance
- Develop estate programs to accomplish the
client's wealth distribution objectives while striving to
minimize transfer taxes.
- Assess life insurance requirements - determining
the right amount of insurance for the client's specific goals,
of the appropriate type and cost, properly owned and coordinated
with the overall estate plan.
- Protect against unforeseen contingencies
- developing a plan for other insurance, such as disability,
property and liability coverage.
The firm draws upon its broad financial backgrounds in the areas
of accounting, taxation, insurance, securities, real estate, and
investments to develop the client's coordinated program. Every
aspect of the service is performed under the strictest professional
rules of confidentiality.
Advisory Services,
Ltd. represents the client's interests exclusively.
The firm does not provide any legal or accounting services or broker
any products on behalf of its advisory clients. The firm is compensated
on a fee basis. Advisory Services, Ltd. is registered as an investment
advisor with the Georgia Secretary of State, Division of Securities
and Business Regulation.
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