Courtlandt Financial Group

CONNECT

Address:

18218 McDurmott East, Suite A
Irvine, CA 92614

Phone:

800-994-7094

Fax/Other:

949-251-6911

Free Portfolio Reviews available. Contact us without cost or obligation to learn more!

 
Personal Financial Planning
At Courtlandt, our goal is to take your finances to what we refer to as the “efficiency frontier.” In other words, we seek to increase your spendable income and asset base while attempting to minimize the impact of taxation at every step of the way.  After all, it’s not what you make but what you keep that matters. Minimizing the erosive effects of taxation can be as important to your financial success as a well-regimented savings and investment plan.  We seek to help you by providing tax-free or tax-deferred alternatives, when appropriate.  Learn more - use our Tax-Deferred Savings Calculator
 
Estate Planning
Under current tax law, estate taxes can substantially erode assets that were originally intended for one’s heirs.  Proper estate planning could potentially decrease the amount of estate tax due, making more available to loved ones or charities.  Take advantage of our detailed estate tax analysis with insightful alternatives that could potentially aid in reducing your estate tax bill and preserving your family wealth.  Learn more - use our Estate Tax Calculator
 
 
 
Financial Strategies
Learning Center
 
We’ve compiled the following list by objective in order to help you identify your options.
 
 
We’ve accompanied each investment and financial strategy with the following training tools: 
  • Articles: Educate yourself on a variety of financial topics
  • Calculators:  A host of financial tools to assist you
  • E-Seminars & iMoney: Animated presentations to help you learn and decide. 

 

 

Fee Only Services

 
 Financial Strategies
Learning Center
Business Consulting
 
 
Comprehensive Financial Plans
 
 
Tax Planning
 
 
 
 
 
Managed Accounts
 
 Financial Strategies
Learning Center
Global Asset Allocation Accounts
 
 
FOCUSON Strategic Asset Management
 
 
Managed Bond Accounts
 
 
Managed Mutual Fund Accounts
 
 
Managed Stock Accounts
 
 
Separately Managed CORE Portfolios
 
 
Tactical (Timing) Accounts
 
 
  
 
 
 Investment Planning and Management
 
 Financial Strategies
Learning Center
Asset Allocation & Rebalancing
 
 
 
Asset Performance Comparisons
 
 
Income Needs Analysis
 
 
Investment Performance Analysis
 
 
Investment Portfolios Reviews
 
 
IRC 1031 “Like Kind” Real Estate Exchange Solutions
 
 
 
Money Manager Evaluations

E-Seminar: Financial Management

 

Tax Advantaged Equity Investments
 
 
Tax Deferred Annuities
 
 
Taxable vs. Tax Deferred Analysis
 
 
 
 
 
 
Income Planning and Management
 
 Financial Strategies
Learning Center
Accumulation/Goal Needs Analysis
 
 
Check a Month Income Plans
 
 
IRA rollovers & transfers
 
 
Pension Distribution Alternatives
 
 
Pension Maximizers
 
 
Retirement Plan Distribution Alternatives
 
 
Tax Free vs. Taxable Income Analysis
 
 
 
 
 
Tax Planning and Management
 
 Financial Strategies
Learning Center
Natural Resources
 
 
Oil & Gas
 
 
Tax Advantage Income Investments
 
 
Tax Credits LLC’s
   (Affordable/Low Income Housing)
 
 
 
 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck