Wealth Preservation
Retirement Planning
Through our advisory services, we emphasize our belief in thorough and thoughtful planning by providing you with detailed analysis utilizing tools such as the Stickney Research Mapper™.
The Mapper is a proprietary modeling program that takes your current financial situation and projects it to a specific age, such as retirement, to show you exactly how much you need to invest today in order to retire in the future. The Mapper is a highly complex software program that takes into account variables such as hypothetical return on investment, withdrawal rate, and make-up of your securities portfolio.
Tax Reduction Strategies
All clients have different needs, but almost every client shares at least one goal in common – to minimize their tax burden.
We’ve developed strategies to help reduce taxes and preserve wealth. How do we do it?
Stickney Research staff invests over 500 hours each year on continuing education and research to stay abreast of ever-changing tax and estate law. In addition to our focus on education, we have access to a select group of the nation’s top tax law attorneys and legislators – those closest to the people in government who formulate new tax law – to anticipate what tax and legislative changes lay ahead.
Leveraging the knowledge from these alliances and our own experience, we continually analyze the potential impacts, risks and opportunities to your wealth plan.