At the core of your relationship with Tapparo Capital Management is a coordinated, prudent approach to managing your wealth, providing you and your family the security that comes with knowing you have planned financially for every stage of your life. We can help you:
Accumulate: Achieving your dreams starts with articulating and quantifying them.
Manage: We work with you to design an investment strategy tailored to meet your specific financial goals based on your individual risk tolerance.
Protect: Your investment portfolio is only half of the equation. You also need ideas to minimize your tax liabilities and guard your family’s financial future from unforeseen events.
Enjoy: They say life is what happens to you while you’re making other plans. We’ll help you balance your current income and liquidity needs with your long-term goals.
Distribute: The right planning can help ensure that what you have built will eventually benefit the people and organizations that mean the most to you.
Our motto at Tapparo Capital Management is: Plan. Invest. Achieve. We understand that your financial world is complex and that truly managing your wealth on your own is a daunting task. Before you head off on a trip, you construct a plan. Where are you going? Where will you stay? For how long? Similarly, managing your wealth requires a plan as well. At first glance, planning may appear to be an easy task. In fact, it could be very difficult. Your goals and dreams are at the heart of the wealth management process at Tapparo Capital Management. All subsequent endeavors are directed by these goals. It is important that these goals be quantified in terms of measureable objectives. Goals such as "to be successful" or "to live the good life" will not produce efficient results because of their nebulous nature and because of the lack of commitment that usually accompanies these types of goals. Instead, your goals need to be quantified in dollar amounts and time frames. You may have multiple goals, as well as conflicting goals. We will help your sort through these in order to maximize your chances for success. Once we have a strong understanding of your financial “big picture”, we will utilize the most appropriate combination of our services to help you achieve everything that is important to you.
Never Too Soon
Did you know that if you have been in the workforce for awhile, you can check your Social Security statement by accessing it online (https://www.ssa.gov/myaccount/)? It’s true.
If you are 60 years or older, a...