We review your estate plans to ensure they align with your wishes and integrate them into your overall investment and financial strategy.
We assess your insurance policies, including life, disability, long-term care, health care (such as Medicare options), property, and casualty insurance. We provide guidance and recommendations to incorporate these policies into your financial plan.
If you are interested in charitable giving, we can discuss options to help you maximize your impact. Some strategies include using funds from an IRA through a Qualified Charitable Distribution (QCD) or setting up a Donor Advised Fund (DAF), among other possibilities.
* Please note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. Octo Capital, LLC does not serve as an attorney or accountant and does not prepare legal documents or tax returns. Tax and estate planning is not intended to provide specific tax or legal advice; it involves giving general information on settled tax and estate laws and how they can apply to you and projecting the impact of potential tax and estate planning strategies. To comply with IRS Regulations, we inform you that any discussion or advice regarding tax issues is not intended or written to be used and cannot be used to avoid taxpayer penalties. You are encouraged to consult your tax or legal professional for guidance on your individual situation before implementing any tax or estate planning strategies discussed.
** Investment strategy grounded in Nobel Prize-winning academic research: This includes William Sharpe, Harry Markowitz, and Merton Miller, who shared the Nobel Prize in Economics in 1990 for their foundational work on asset allocation, performance measurement, and the importance of market returns. It also includes research from Eugene Fama, who won the prize in 2013 for his work on market efficiency.
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Octo Capital, LLC is an SEC-Registered Investment Adviser.
31600 Telegraph Road, Suite 200, Bingham Farms, MI 48025
Phone: 248-731-7729