Develop planning strategies to shelter income and minimize federal and state income taxes;. Show you how to save and invest on a regular basis toward financial goals such as sending a child to college, starting a business, buying a home. Mentor Capital has successfully managed client investments for more than 20 years.
With more than $98 million under management, we have the experience and the expertise to help you minimize risk and enhance returns. Mentor Capital Management Inc. can provide objective advice for small-business owners concerned about retirement and succession planning.
With more than $98 million under management, we have the experience and the expertise to help you minimize risk and enhance returns. Mentor Capital Management Inc. can provide objective advice for small-business owners concerned about retirement and succession planning.
Services
Mentor Capital Management Inc. was founded in response to the growing recognition that the only financial planning professionals who can be truly objective are those who do not sell financial products. To this end, the firm has no revenue source other than the fees paid by its clients for financial planning and investment advisory services.
Our advisors are experts in helping clients meet their financial goals and objectives. They have extensive experience in each and every area of personal finance. They take the time necessary to get to know their clients, to analyze their situations and to help them make the right decisions about their money.
If you listen to what so-called experts on TV, radio, and in the press say, you will probably hear a substantial amount of conflicting and, perhaps, confusing information about what you should do as an investor. One person tells you that the stock market is poised to double in the next few years, while another warns of an impending long-term bear market.
We have a comprehensive approach to financial planning. This means that we analyze every aspect of your financial situation before recommending action. Develop planning strategies to shelter income and minimize federal and state income taxes;. Show you how to save and invest on a regular basis toward financial goals such as sending a child to college, starting a business, buying a home;.
We offer financial services that allow small-business owners to focus on the tasks at hand: managing and growing their operations. Making ill-informed, hasty, or otherwise less-than-ideal decisions about these financial issues may result in unnecessary costs and headaches that can adversely impact the business, its owners, employees and the owner's ultimate heirs.
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