• Portfolio Investment Management - We specialize in a "Dependable and Predictable" portfolio design that is unique to your circumstances in order to match your investment goals with our investment tools.
• Retirement Portfolio Tax Management - Often your largest tax liability, we evaluate your options for tax-free distribution strategies and plan an allocation that optimizes tax efficiency.
• Retirement Income Management - Provide for guaranteed income opportunities that increase over time while protecting your principal.
• Annual Income Tax Management- Initial and ongoing evaluation of income tax return to ensure you are taking advantage of all opportunities to reduce your annual tax liability.
• Estate Distribution Planning - Strategies that help you structure a meaningful distribution of your assets in the manner you desire.
• Legacy Planning - We assist you in developing a legacy for your family (or charities) that supports your value system in a positive and meaningful way.
• Business Owner Succession Planning - One of the most important plans a successful owner could contribute to is the Defined Benefit Pension Plan. Our team has been successful in mitigating taxation and establishing guaranteed pension plans for these clients for years, and all with the approval of the IRS. If your tax bill exceeds $50,000 annually, let us help you cut that in half with one of our professionally designed plans.

• Meeting 1 - The Discovery Meeting
• Meeting 2 - Evaluation & Recommendation of the Investment Policy Statement
• Meeting 3 - Commitment to Partnership in Planning
• Meeting 4 - Overview Assessment and Q&A
• Meeting 5 - Advanced Planning Proposal and Review

• Financial Tip of the Month
• Tax Tip of the Week
• Market Update
• Calculator Resources

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