Our Solutions

Combining the inspiration of investment management and financial planning with advanced consultatory services, we provide actually custom-built solutions to fulfill your evolving desires.

The Private Client Solution is our most advanced service offering; it keeps our purchasers targeted, educated and feeling up to speed of their finances. we tend to instill our educational approach to investments and in-depth wealth management experience so as to assist you establish wherever you wish to travel and therefore the best thanks to get there. This road map can integrate each facet of your money image, combining all of our wealth management, investment management, risk, tax and estate coming up with services in one.

We have a tendency to square measure proud to still supply the evolving Integrated Wealth solution – AN acclaimed service approach that keeps you centered, educated and on top of things of your finances. we have a tendency to utilize our all-embracing read to assist you establish wherever you would like to travel and also the best thanks to get there. It goes on the far side simply investments; it’s a road map that integrates all aspects of your money life.

At Pay Marque LLC we’ll invest in you and your future in order that over time – as you accumulate and grow your assets – we are able to assist you reach your goals and provides you bigger flexibility. The emerging Wealth solution offers the primary step toward management, refinement and prioritization of your financial and investment goals. As you expertise life-changing events, like a unforeseen inheritance, purchase of a home, a brand new wedding, loss of a beloved or a divorce, you’ll end up seeking a trusty consultant to supply caring financial emergin

  • Dedicated Advisory Team (LA, CA, CAA, PM, CSR)
  • Financial Planning
  • Annual Wealth Management Review
  • Budget Analysis and Spending Review
  • Goals Assessment and Prioritization
  • Wealth Planning Checklist and Organizer
  • Real Estate Advice and Support
  • Coordination with Real Estate Professionals
  • Access to Negotiated and Preferred Borrowing Rates
  • Support for Refinances and Negotiated Lower Rates
  • Mortgage Rate Watch
  • Retirement Planning
  • Social Security Maximization
  • Medicare Enrollment Assistance
  • Retirement Home Analysis and Community Living Options
  • 401(k) Guidance
  • Health Savings Account (HSA) Assistance
  • Retirement Plan Distribution Assistance
  • College Savings Plans and Analysis
  • Integration and Coordination with Custodian (Fidelity or Schwab)
  • Client Communications
  • Access to Investment Resources (research, technology and market data)
  • Customized Portfolios (Integrated Legacy Holdings, Portfolio Enhancements, etc.)
  • Portfolio Income Strategies
  • Tax-Smart Implementation and Low Trading Costs
  • Ongoing Monitoring, Rebalancing, Tax-loss Harvesting & Performance Reporting
  • Specialty Investment Solutions
  • Individual Bond Management
  • Social Values Portfolio (Socially Responsible Investing)
  • ESG Screening Service
  • Concentrated Stock Solutions (Customized Options Strategies & Exchange Funds)
  • Cash Management (Individual Certificates of Deposit, Variable Rate Demand Notes, Money Market Funds and Treasury Bills)
  • Stock Option Planning
  • Current Events: Portfolio Sensitivity (Hidden Levers)
  • Client Portal (Tamarac Advisor View and Mobile App)

• Online Bookkeeping
• Streamlined Bill Pay
• Full Service Payroll
• Financial Statement Preparation
• Tax Preparation and Advising 
• Financial Planning
• Audit Assistance 
• Budget Preparation 
• Job Costing 
• And Much, Much More

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  • Annual Tax Management Review
  • Integration and Coordination with CPA on Tax Savings Strategies
 

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