Our Services
The wealth management process at Putman Capital Management, Inc. begins with a comprehensive, in-depth analysis of your financial objectives, both current and future, risk tolerance, and overall financial values. Once we've established your overall objectives, appropriate strategies are customized to suit your vision and objectives.
In any market environment, we believe that you should stay diversified across a variety of asset classes and invest sensibly for the long run in accordance to your financial plan. By working closely together, we can help ensure that your financial health is properly diversified, protected and that your financial plan remains in line with your long-term goals, time horizon and tolerance for risk.
We offer a comprehensive range of wealth management services, including:
Financial Planning
- Comprehensive planning
- Budget and cash flow management
- Developing an investment policy statement
- Establishing and building a retirement savings
- Developing an estate plan
- Analysis of insurance needs
- Income tax reduction
- Education funding
Investment Management
- Asset allocation planning
- Security selection
- Monitoring of investment performance and portfolio managers
Insurance Services
- Life Insurance
- Disability Insurance
- Business & professional overhead expense insurance
- Long-term care
- Annuities
- Asset Protection
- Estate preservation
Business Consulting Services
- Deferred compensation
- Key executive strategies
- Non-qualified, supplemental retirement planning
- Business succession
- Buy-Sell funding
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