Why Bogart?
What Can You Expect From Us?
Our mission is to help clients achieve financial peace of mind by
preserving and maximizing inter-generational wealth
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
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.
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