Beautiful Landscape
OUR SERVICES
OUR SERVICES
HOW WE CAN HELP

Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.

Retirement assets can be exposed to

four major financial risks:

  • Market Risk

  • Withdrawal Rate Risk

  • Longevity Risk

  • Medical Expenses/ Long-Term Care Expenses

We can help reduce these risks through a wide range of services, listed below. Questions? Ready to book your assessment? Contact us today!

MAXIMIZE YOUR RETIREMENT WITH

STRATEGIC TAX PLANNING

WHEN PLANNING FOR TAXES, YOU NEED TO THINK ABOUT TODAY AND THE FUTURE.

Through detailed cash flow planning, we may be able to significantly reduce your tax liabilities over multi-year periods. This includes a detailed review of your tax returns as well as the use of our extensive knowledge of long-term planning.

Our expertise can help remove:

  • Income tax reduction

  • Income tax smoothing

  • Unwanted Social Security taxes

  • Tax minimization on highly appreciated stock

Tax loss harvesting minimizes your investment losses and tax liability while maintaining portfolio risk and optimizing your expected return. It’s a simple, yet powerful strategy. Watch our video to learn more.

Mountains in Clouds

One of the ways OpenAir Advisers strives to maximize portfolio gains while minimizing your tax exposure is through Tax Loss Harvesting. For illustrative purposes only.

 
Scenic Back Drop

KEEP YOUR BEST INTERESTS IN MIND WITH

INVESTMENT MANAGEMENT

OUR APPROACH ALLOWS US TO LEAN ON INSTITUTIONAL LEVEL RESEARCH FROM INDUSTRY LEADING INSTITUTIONS.

With wide-access to leading research, we are able to construct portfolios that accommodate various levels of risks. Multiple strategies inside of a clients portfolio helps reduce bias risk. These portfolios will be designed to reduce tax liability, increase income, and match return with the clients' objectives.

 

PROTECT YOUR WEALTH WITH

ESTATE PLANNING

A WELL-ROUNDED PLAN INCLUDES A COMPREHENSIVE WEALTH TRANSFER PLAN.

We help clients understand their options to reduce Uncle Sam's role in the estate transfer process. A strategic estate plan understands the rules. Tax laws will change many times during a lifetime. Staying on top of the laws ensures that clients are maximizing their assets while minimizing their liabilities. We have experts on staff to help you with this process.

Image by Luca Bravo
 
Pier in the Lake

GET THE COMPLETE PICTURE WITH

RISK MANAGEMENT

ALL RISKS ARE NOT CREATED EQUALLY - UNDERSTANDING AND SHIFTING YOUR RISKS WHEN NEEDED IS IMPORTANT TO LONG-LASTING WEALTH ACCUMULATION.

By using wide arranging approaches to portfolio construction, we are able to effectively manage risk and accumulation. Keeping this balance is important to maintain portfolio efficiency and achieving long-term accumulation.

 
LEARN ABOUT OUR CLIENT PORTAL