- Maximize his 401(k) contributions
- Understand any executive based deferred compensation plans
- Maximize his HSA and use it as an investment account rather than a health spending account
Capita will build a charitable giving strategy to help Paul donate assets rather than cash to his chosen charities each year. This will involve setting up an after tax brokerage account and a donor advised fund.
Capita will build a diversified investment plan that includes his 401(k), deferred compensation plan, outside brokerage accounts, real estate, and private equity deals.
Capita will build a roadmap to help Paul pursue his goal of retiring at age 58. This plan will be centered around his desired lifestyle throughout retirement.
One of Capita's strengths is to provide Paul with simplicity in the process of opening, consolidating, and properly allocating accounts.