Investment Planning - Tailored to your individual goals, objectives, and risk tolerance
We tailor a unique, diversified asset allocation based on your own individual goals and objectives as well as your risk tolerance.
Fundamentally, we strive for the highest return consistent with your concerns regarding market volatility and need or preference for cash liquidity.
To maximize tax efficiency, we coordinate:
- Liquidations and
- Cash distributions
We constantly monitor and update your asset allocation and address any unforeseen events in your financial situation, as well as, tax law changes and changing market conditions.
Joel Stillman, Jeffrey Lippman & Joshua Stillman, with Capitol Financial Consultants, Inc., provide Investment Planning, McLean, VA.