Services

1-hour Free Consultation
Planning is an important part of every financial situation, but a solid plan means nothing without the financial tools and know-how to implement it. As part of our ensemble philosophy, we partner with Kinetic Investment Management. Through Kinetic Investment Management, we offer access to advanced portfolio management as well as customized solutions. Through our research and analysis and our leveraged relationships, we are able to offer clients institutional grade solutions in traditional and alternative investment classes.

1-hour Free Consultation
In today’s ever-changing tax environment, proper planning for tax exposure is essential in protecting our clients’ hard-earned assets. Sexton Advisory Group offers advanced analysis and planning solutions to diversify and limit our clients’ tax liabilities while maintaining compliance within the complex regulatory environment. We provide our clients tax preparation, forecasting, and filing services through our network of experienced tax professionals. Our clients also enjoy access to advanced tax software that helps identify strategies to maximize their deductions and/or limit the future taxation of their assets. Our focus and expertise related to the tax aspects of our clients’ portfolios enhance overall performance and real returns by creating more tax efficiency.

1-hour Free Consultation
With the variety of options, the complexities of different plans, and the uncertainties of longevity and inflation, retirement may seem like more of a burden than a joy. Through Sexton Advisory Group’s dynamic and holistic approach, we are able to offer consistency and confidence to our clients through every stage of retirement planning. In the first stage (the accumulation or contribution phase), we offer asset allocation and tax strategies to help our clients reach their retirement goals. In the second stage (the distribution or income phase), we offer dynamic budgetary and income strategies to track and adapt retirement income solutions, supporting our clients to reach retirement, and aiding them through retirement as well.

1-hour Free Consultation
At Sexton Advisory Group we understand that with the blessing of success comes the curse and complexity of protecting that blessing. Estate planning encompasses a wide range of factors including wills, trusts, family corporations or partnerships, beneficiaries, property ownership, powers of attorney, and specific final arrangements for an estate or business. These aspects can be hard to navigate alone without a plan to put into action. Our firm works to help conserve the wealth and success of our clients by offering specific estate preservation strategies to accomplish their goals regardless of predictable or unforeseen circumstances.

1-hour Free Consultation
At some point in most of our lives, there comes a time when the management of family holdings - real estate, personal property, and other assets (and liabilities) - passes from one generation to the next. Families that want to be proactive and create a smooth path now, for implementation at a later date, find estate transition planning services to be a big help.