Our Services

Whereever you go in life, we're with you

BALLENTINECapitalManagement offers a wide variety of services to meet the financial objectives of individuals. Our firm works closely with clients to determine their needs and then recommends suitable strategies and actions.
 
BCM ESTATE PLANNING

  • Strategies to reduce or eliminate estate taxes 
  • Strategies to reduce probate expenses, delays and publicity  
  • Family asset management and generational planning 
  • Assistance with evaluating titling and ownerships of assets 
  • Help with estate settlement 

BCM RETIREMENT PLANNING

  • Helping create a stream of retirement income to fulfill lifestyle 
  • IRA Rollovers 
  • Pension election options and rollover decisions 
  • Portfolio analysis and design 

BCM DIVORCE INVESTMENT PLANNING

  • Divorce settlement options 
  • Long-term financial impact strategies 
  • QDRO planning 
  • Coordination of financial aspect of divorce procedures

BCM TAX PLANNING STRATEGIES*

  • Strategies to reduce taxes through appropriate investments and ownership 
  • Planning for the maximum use of tax deductions 
  • Strategies to defer taxes 
  • Techniques to reduce income tax within a family
     

BCM INVESTMENT AND PORTFLIO ANALYSIS AND PLANNING

  • Coordination of goals and investments strategies 
  • Portfolio evaluation and recommendations 
  • Tax alignment of investment planning 
  • Asset allocation to maximize risk/ potential return optimization** 

BCM RISK MANAGEMENT

  • Evaluating asset and income protection needed in the event of disability or death 
  • Helping to evaluate current and future risk exposure 
  • Long-term Care protection 
  • Analysis of current insurance  

BCM RETIREMENT PLANS & EMPLOYEE BENEFITS (INCLUDING INSURANCE)

  • Evaluation of best plan type for business and employees (401k, SEP, SIMPLE IRA, and etc) 
  • Current plan evaluation and analyzation for efficiency, purpose, and cost 
  • Plan investment analyzation 
  • Educational workshops conducted for employees on investment planning 

BCM SMALL BUSINESS PLANNING

  • Ownership structure evaluation for estate and tax planning strategies  
  • Planning for buy-sell options of the owners 
  • Business succession planning 

BCM OTHER SERVICES with strategic partners*

***services not provided by BALLENTINECapitalManagement

  • Mortgage and financing 
  • Property and Casualty 
  • Will, trust, and other estate planning implementation