The mission of Trebuchet Consulting is to assist you in identifying and fulfilling strategic financial goals for you and your family. We provide personalized solutions for basic and complex financial needs and offer a range of services to assist our clients, and their other strategic advisers, in asset accumulation, allocation, preservation, growth, and transfer.
Our clients include business executives, professionals, retirees and their families. Contact us today to learn how we can help you achieve your financial goals. Salary, bonus, stock options, retirement plans, sale of a business, gifts, life insurance and inheritance-these items and many more provide means to accumulate assets.
Our clients include business executives, professionals, retirees and their families. Contact us today to learn how we can help you achieve your financial goals. Salary, bonus, stock options, retirement plans, sale of a business, gifts, life insurance and inheritance-these items and many more provide means to accumulate assets.
Services
Listening to our clients and encouraging them to develop specific goals-allowing us to create individually tailored investment plans. Assisting spouses and children to make financial decisions when the main decision-maker can no longer act due to death or illness. Helping our clients develop estate plans and effectively communicating those plans during their lives to their families.
The professional integration of income tax, estate tax, retirement and investment planning can accelerate the rate of accumulation from all sources. Asset allocation is the way in which you spread your investment portfolio among different asset classes, such as stocks, mutual funds, alternative investments, real estate, and bonds.
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