Services

Our dynamic planning method ensures that each piece of the puzzle is put into place as our clients’ lives unfold and their desires evolve. This offers them an entire financial image confidently in their future.

Investment Managemant

We develop bespoken, globally distributed, tax-efficient portfolios tailored to your financial plan and designed to stand the take a look at of your time. we have a tendency to partner with you to find the right balance between risk and come back, while observation your portfolio and keeping you up to date with in progress refinements.
Our Services Include
  • Access to Specialized Alternative Investments
  • Access to Investment Resources and Research
  • Customized Portfolios (integrated Legacy Holdings, Portfolio Enhancements, Custom Bond Ladders etc.)
  • Portfolio Income Strategies (Buy-Write Strategies, ETFs, MLPs, REITs, Theta Overlay Strategies and Fixed to Float Bonds)
  • Concentrated Stock Solutions (Customized Options Strategies, Exchange Funds and Options Strategies to Diversify or Mitigate Risk)
  • Current Events: Portfolio Sensitivity (Hidden Levers)
  • Stock Option Planning
  • Cash Management (Individual Certificates of Deposit, Variable Rate Demand Notes, Money Market Funds and Treasury Bills).
  • Ongoing Monitoring, Rebalancing, Tax-loss Harvesting & Performance Reporting
  • Specialty Investment Solutions
  • Social Values Portfolio
  • Individual Bond Management
  • Socially Responsible Investing
  • Income Strategies
  • Tax-Smart Implementation & Trading
  • Advisor View Portal & Reporting Package
  • Client View Portal (Tamarac Advisor View and Mobile App)
Child Custody, Adoption And Surrogacy

Wealth Management

Our all-inclusive view goes on the far side simply investments; it’s a road map that puts you on course together with your money goals and life dreams. operating closely with you, we’ll develop a customised decide to facilitate integrate all aspects of your financial image.

Our Services Include:

  • Health Savings Account Assistance
  • Dedicated Advisory Team
  • Financial Planning
  • Annual Wealth Management Review
  • Budget Analysis and Spending Review
  • Goals Assessment & Prioritization
  • Wealth Planning Checklist and Organizer
  • Investment Overview
  • Real estate Advice and Support
  • Mortgage Rate Watch
  • Coordination with Real Estate Professionals
  • Access to Negotiated and Preferred Borrowing Rates
  • Social Security Maximization
  • Medicare Enrollment Assistance
  • 401 (k) Guidance
  • Retirement Plan Distribution Assistance
  • College Savings Plans and Analysis
  • Integration and Coordination with Custodian (Fidelity or Schwab)
  • Client Communications (newsletters, market updates and timely research reports)

Bookkeeping Services

Pay Marque LLC is not a technology company – we are real accountants partnering with your small business. The more services we do for you, the better we know you, the better we can serve you.

Our Services Include:

  • • 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
Marriage, Civil Unions & Divorce

Tax Management

We understand that taxes may be one among your largest in progress expenses. we’ll bring tax reduction ways to you and coordinate along with your CPA on implementation. we tend to additionally manage your investment portfolio in a very tax-efficient manner.

Our Services Include:

  • Estate Tax Reduction Strategies
  • Annual Tax Management Review
  • Concentrated Stock Planning
  • Integration & Coordination with CPA on Tax-Savings Strategies

Let Our Experience Be Your Guide 

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