Retirement Planning

Thorough retirement planning strategies to assist clients with vehicles, both qualified and quasi-qualified, for accumulation as well as income and withdrawal strategies based on their distinctive circumstances.  Additionally, assisting individuals and business owners  with stock option strategies, social security and long-term care planning.


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Financial Planning is an integral component to our client's retirement plan program. It helps to ensure we have gotten to know our clients and understand their goals and financial objectives to properly recommend the appropriate retirement plan strategies. Clients may be eligible for a complimentary plan or a discount, contingent upon the total size and complexity of their portfolio we manage.

Suqutra Holistic Wealth Planning

We have different reports and services for each client depending on where they are in their life cycle. These can change as our clients have life changes. As a client,  our firm's different planning options are up to you. 

VITAL PLAN

Decide Areas of Focus

  • Client Personal Dashboard
  • Insurance Review
  • Personal Financial Reports
  • Portfolio Review and Recommendations
  • Education and College Savings
  • Qualified Retirement Plan Review
  • For Assets less than $1 million

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GRAND PLAN

Comprehensive Financial Planning

  • Client Personal Dashboard
  • Retirement Savings and Withdrawals
  • Business planning
  • Coordinating Tax Planning
  • Philanthropic Strategies
  • Legacy & Estate Planning
  • For Personal Assets over $1 million

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ONGOING MANAGEMENT

Portfolio Advisory Services

  • Client Personal Dashboard
  • Risk Assessment 
  • Asset Allocation
  • Active Management of Investment Accounts
  • Portfolio Review and Recommendations
  • Household minimum of $500,000

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A culture based on collaboration

As planners, we coordinate strategies and work with our client’s team of other professionals; tax advisors, attorneys and business managers to ensure our clients have a cohesive financial strategy that encompasses all aspects of their financial life.

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Suqutra Investments provides wealth planning and asset management services to clients of all ages and life stages. We use the latest technology to meet with our clients virtually to enhance their convenience.


Suqutra Investments and any associates have a duty to act solely in the best interests of our clients. We are entrusted with their funds and personal information, which in turn places a high standard on our conduct and integrity.