Client Services
Our Client Services
Investment Management
Customized portfolio strategies designed to grow and preserve your wealth over time with active monitoring and rebalancing.
- Strategic asset allocation based on risk tolerance
- Regular portfolio rebalancing and review
- Tax-efficient investing strategies
- Performance monitoring and reporting
- Alternative investment opportunities
Retirement Planning
Strategic planning to pursue a confident and independent retirement lifestyle that maintains your desired standard of living.
- IRA planning
- Social Security maximization strategies
- Retirement income distribution planning
- Healthcare and long-term care planning
Estate Planning
Preserve and transfer your wealth to future generations efficiently to help minimize taxes and maximize family legacy.
- Comprehensive trust strategies and structures
- Tax minimization and estate planning
- Multigenerational wealth transfer planning
- Charitable giving and philanthropic planning
- Business succession planning
- Will and testament coordination
Tax Planning
Proactive tax strategies to help minimize your tax burden and maximize after-tax returns on your investments.
- Tax-loss harvesting strategies
- Roth conversion services
- Municipal bond strategies
No strategy assures success or protects against loss.
Insurance Planning
Comprehensive risk management through strategic insurance planning to preserve your wealth and family.
- Life insurance needs analysis
- Disability income protection
- Long-term care insurance
No strategy assures success or protects against loss.
Financial Planning
Holistic financial planning that coordinates all aspects of your financial life to pursue your goals.
- Cash flow analysis and budgeting
- Debt management strategies
- Education funding planning
- Major purchase planning
No strategy assures success or protects against loss.
• Asset allocation does not ensure a profit or protect against a loss.
• Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
• Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
Interactive Service Explorer
Investment Management
Customized portfolio strategies designed to grow and preserve your wealth over time with active monitoring and rebalancing.
Key Benefits
- Strategic asset allocation based on your risk tolerance
- Regular portfolio rebalancing and optimization
- Tax-efficient investing strategies
- Performance monitoring and detailed reporting
- Alternative investment opportunities
Our Process
- Initial risk assessment and goal setting
- Custom portfolio design and allocation
- Implementation and ongoing monitoring
- Regular reviews and adjustments
Retirement Planning
Strategic planning to ensure a comfortable and secure retirement lifestyle that maintains your desired standard of living.
Key Benefits
- Social Security maximization strategies
- Healthcare and long-term care planning
- IRA planning
- Retirement income distribution planning
Our Process
- Retirement needs analysis
- Income replacement strategy
- Tax-efficient withdrawal planning
- Ongoing adjustments as you age
Estate Planning
Preserve and transfer your wealth to future generations efficiently while minimizing taxes and maximizing family legacy.
Key Benefits
- Comprehensive trust strategies and structures
- Multigenerational wealth transfer planning
- Business succession planning
- Tax minimization and estate planning
- Charitable giving and philanthropic planning
- Will and testament coordination
Our Process
- Estate valuation and analysis
- Tax minimization strategy development
- Legal structure implementation
- Regular plan updates and reviews
Tax Planning
Proactive tax strategies to minimize your tax burden and maximize after-tax returns on your investments.
Key Benefits
- Tax-loss harvesting strategies
- Municipal bond strategies
- Business tax planning
- Roth conversion planning
- Multi-year tax projections
Our Process
- Current tax situation analysis
- Opportunity identification
- Strategy implementation
- Year-round monitoring and adjustments
Insurance Planning
Comprehensive risk management through strategic insurance planning to protect your wealth and family.
Key Benefits
- Life insurance needs analysis
- Long-term care insurance
- Key person insurance
- Disability income protection
- Insurance portfolio optimization
Our Process
- Risk assessment and gap analysis
- Coverage recommendations
- Policy implementation
- Regular coverage reviews
Financial Planning
Holistic financial planning that coordinates all aspects of your financial life to achieve your goals.
Key Benefits
- Cash flow analysis and budgeting
- Education funding planning
- Emergency fund optimization
- Debt management strategies
- Major purchase planning
- Goal-based financial planning
Our Process
- Comprehensive financial assessment
- Goal prioritization and planning
- Implementation roadmap
- Progress tracking and adjustments
Ready To Get Started?
Your experienced partner in wealth management, providing personalized financial strategies for families and individuals seeking to build, preserve, and transfer wealth across generations.
35B East Tioga Street, Tunkhannock PA 18657
info@sixthmancap.com
833-6-MAN-CAP (833-662-6227)
Office Hours
Monday - Friday: 9:00 AM - 5:00 PM
Saturday: By appointment
The information provided is not intended as tax or legal advice. Please consult your tax or legal advisor regarding your specific situation.
Services
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Strategies
- Insurance Planning
- Financial Planning