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Why Bogart?

independent financial advisors

specialized nua analysis

Custom-Tailored Retirement Planning

Fiduciaries

Cash Flow Planning

Roth Conversion Analysis

supplemental incentives analysis

trusted advisor to over 700 households

In-House Tax Preparation & Optimization

social security Maximization

pension lump sum vs. annuity Analysis

estate & Multi-Generational planning

independent financial advisors

specialized nua analysis

fiduciaries

Custom-Tailored
retirement planning

In-House Tax Preparation
& Optimization

Tax-Efficient
cash flow Planning

supplemental incentives analysis

trusted advisor to
over 700 households

Roth Conversion Analysis

social security Maximization

pension lumpsum vs.
annuity Analysis

estate planning &
Multi-Generational Planning

independent financial advisors

specialized nua analysis

fiduciaries

Custom-Tailored retirement planning

tax-efficient Cash Flow Planning

In-House Tax Preparation & Optimization

supplemental incentives analysis

trusted advisor to over 700 households

Roth Conversion Analysis

social security Maximization

pension
lump sum vs. annuity Analysis

estate & Multi-Generational planning

What Can You Expect From Us?

Our mission is to help clients achieve financial peace of mind by

preserving and maximizing inter-generational wealth

HOLISTIC FINANCIAL PLANNING

  • Custom-Tailored, Comprehensive Financial Plan
  • Tax-Efficient Cash Flow Strategies
  • Employer-Sponsored Benefits Guidance
  • Social Security Maximization & Optimization
  • Pension Maximization Analysis​
  • Education & College Planning
  • Health Care & Medicare Guidance

TAX PREPARATION & OPTIMIZATION

  • In-House Tax Preparation & Filing
  • On-Going Tax Planning & Optimization
  • Roth Conversion Analysis
  • Tax-Loss Harvesting

ESTATE & MULTI-GENERATIONAL PLANNING

  • On-Going Beneficiary & Trust Review
  • Family Household Relationships
  • Intra-Family Gifting Strategies​
  • Charitable Giving Planning
  • Estate Plan Case Design
  • Coordination with Estate Planning Attorney

INVESTMENT MANAGEMENT

  • Diversified, Risk-Appropriate Investment Portfolio
  • Custom-Tailored Investment Portfolios
  • Tax-Efficient Rebalancing & Tax-Loss Harvesting
  • Concentrated Stock Planning & Strategies
  • Portfolios Designed for Bucket & Systematic Withdrawals

RISK MANAGEMENT

  • Life Insurance Needs Analysis & Review
  • Long-Term Care Needs Analysis & Review
  • Umbrella Insurance Needs Analysis
  • Disability Needs Analysis & Review

REVIEW & UPDATE MEETINGS

  • In-Person, Virtual, & Phone Review (Quarterly)
  • In-Person, Virtual, & Phone Review (Upon Request)
  • On-Going Financial Plan Updates
  • Tax Proformas & Planning
  • Portfolio Stress-Test Analysis
  • Risk Tolerance Review

ADDITIONAL SERVICES

  • Weekly Market Commentary
  • Monthly Market Update Conference Calls
  • On-Going Financial Education Webinars
  • Trade Notifications & Monthly Summaries
  • Online Account Access & Account Aggregation

Our recognitions

Please Note Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data). No ranking or recognition should be construed as a current or past endorsement of Bogart by any of its clients.

ANY QUESTIONS: Bogart’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

Are you looking for independent advice?

Is Bogart right for me?

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