The Process

What We Do
Portfolio Management
Sector Rotation
Asset Rotation
Defensive Options Strategies (DOS)

Retirement Planning
Dependable and Predictable Income
Income and Expense Projections
 Tax Planning
Pro-Active Investment Policy Designs
Bi-Annual Tax Projections		 Estate Planning
Wealth Protection
Wealth Transfer
Charitable Gifting

Insurance
Policy Evaluation
Insurance Trust Review
The Process:
  • Discovery Meeting
  • Evaluation and Recommendation
  • Investment Policy Statement
  • Commitment to Partnership in Planning
  • Overview Assessment and
  • Q&A
  • Advanced Planning Proposal and Review
 Who Benefits:
The Business Owner
The Executive
The Inheritor
The Athlete
The Retiree
The Family		 Account Statements:
  • Brokerage Accounts
  • Annuity Accounts
  • Bank CD's/Savings
  • Annual Living Expense Report:
  • Only if you have a report which outlines your annual living expenses.
  • Previous Year Tax Return
  • Insurance:
  • Life Insurance Policies
  • Long Term Care Policies
  • Disability Policies
  • Wills & Trusts
  • Revocable Living Trusts
  • Irrevocable Life Insurance Trusts
  • Will

Quick Links

Contact Information

info@cavcowealth.com

2381 Fruitville Road
Sarasota, FL. 34237
Local: 941-366-2983
Fax: 941-366-2995

333 West Miami Avenue
Venice, Fl. 34285
Local: 941-485-4847
Fax: 941-485-3470


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Copyright © 2011 Cavco Wealth Management