It is our pleasure to report that you had a great first half of 2024 at Presilium! We gave you three reasons from history to remain optimistic in our January 2024 market outlook video and all have proved true so far this year: The market tends to have a good follow up year after a […]
Category: Presilium Client Services
Financial Planning Fridays #94: Lifetime Tax Savings
We wanted to share the top three planning strategies we use at Presilium to save taxes for our clients. We have found that having a written plan that incorporates all of these is crucial to maximizing your wealth and lifetime net income. Depending on the client’s situation, many of the financial plans that we have […]
Financial Planning Fridays #82: Our Investment Allocation and Performance Report
At Presilium, we provide our clients with detailed reports that show exactly how they are invested and how their investments are performing. Please let me take the next 2 minutes to show you a few highlights from one of our reports. The first thing we look at is the current mix of stocks, bonds, alternative investments, […]
Financial Planning Fridays #72: Our New Client Process
We wanted to take two minutes with you to show you the special process that we follow when we are introduced to a new individual or family. We are continuing to grow and love working with new clients. After finishing our four-step client introduction experience, you will have two extremely valuable things for your future: […]
Financial Planning Fridays #15: Thank you for introducing us
Today, in our fifteenth episode during Thanksgiving week, we wanted to tell you how incredibly grateful we are that you have introduced us to so many of your friends, family, and colleagues over this past year. Because of the level of trust that this takes, and how much this means to us, we wanted to […]
Financial Planning Fridays #10: Our Secure Client Vault
Today we wanted to show you a few of the beneficial ways that you can use your secure Presilium Client Vault. Our client portal and vault are extremely secure. It uses the highest level of encryption currently available today and is twice the standard followed by many financial institutions and banks according to eMoney, the […]