Pantheon’s Focus: Tax-Efficient Planning

Our dedicated work ethic is based on three pillars that are coupled with consistent, honest communication to deliver progressive and comprehensive strategies for your financial planning needs.

We Provide Tax-Efficient Planning For:

• Pre-retirees
• Affluent individuals and families
• High-tech executives
• Medical professionals
• Small business owners

Additionally, we continually review your plan to make necessary adjustments to accommodate your life changes. Because, life does change, after all. We are here to lend a hand in helping you navigate and adapt to those changes.

Our financial planning expertise provides:

• Sensible objectives-based assessments
• Prudent tax-sensitive planning approaches
• Customized wealth planning strategies

We Focus on Proactive Strategies in These Areas:

Comprehensive Financial Planning

• Strategies for wealth accumulation and preservation
• Systematic monitoring with periodic adjustments
• Legacy and philanthropic planning

Professionally Managed Investments

• Disciplined investment strategies
• Portfolio rebalancing
• Portfolio-personal value alignment

Business Continuation and Succession Planning

• Buy/sell and key employee benefit planning
• Overhead insurance
• Liability insurance/protection

Progressive Retirement Planning

• Social Security claiming strategies
• Tax-efficient withdrawal strategies for IRAs, 401(k)s, and pensions
• Medicare/long-term care planning

Employee Benefit and Retention Planning for Business

• Retirement plans such as 401(k)s and pensions
• Group health, dental, and vision insurance
• Group life, long-term care, and disability insurance