Financial & Retirement Planning Services

The Impact of Our Services

At Belmont Capital Advisors, we offer a wide range of services to help our clients prepare for a more successful future in retirement. Click each service below to learn more.

Retirement Planning

Whether you are approaching retirement, transitioning between companies, or faced with an early buyout from your employer, our team is equipped to help you succeed when making retirement decisions.

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Retirement Planning

Whether you are approaching retirement, transitioning between companies, or faced with an early buyout from your employer, our team is equipped to help you succeed when making retirement decisions.

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Investment Planning

We are proud to offer a number of investment strategies to our clients, including the Endowment Model. This form of investing is designed to increase portfolio performance while lowering overall risk. This model operates similarly to how endowments and universities invest, creating a more diversified portfolio. For those clients for whom the Endowment Model is not right, we also offer a range of alternative strategies.

Investment Planning

We are proud to offer a number of investment strategies to our clients, including the Endowment Model. This form of investing is designed to increase portfolio performance while lowering overall risk. This model operates similarly to how endowments and universities invest, creating a more diversified portfolio. For those clients for whom the Endowment Model is not right, we also offer a range of alternative strategies.

Legacy & Estate Planning

Life isn’t just about securing your own future – it’s about taking care of your family and loved ones, too. That’s why we provide full-service legacy and estate planning, including:
  • Long-term care alternatives
  • Beneficiary reviews
  • Trusts and wills to avoid probate
  • Asset ownership

Legacy & Estate Planning

Life isn’t just about securing your own future – it’s about taking care of your family and loved ones, too. That’s why we provide full-service legacy and estate planning, including:
  • Long-term care alternatives
  • Beneficiary reviews
  • Trusts and wills to avoid probate
  • Asset ownership

Tax Strategies

You’ve worked hard for your money. Shouldn’t you take every action to ensure that you protect it? Americans pay millions of extra dollars in taxes each year because they weren’t properly educated on their options. That’s why we offer a number of tailored income strategies in addition to tax-free income planning (Roth and Roth alternatives) and Social Security benefit planning and review.

Tax Strategies

You’ve worked hard for your money. Shouldn’t you take every action to ensure that you protect it? Americans pay millions of extra dollars in taxes each year because they weren’t properly educated on their options. That’s why we offer a number of tailored income strategies in addition to tax-free income planning (Roth and Roth alternatives) and Social Security benefit planning and review.

Required Minimum Distributions

We work closely with baby boomers when planning for Required Minimum Distributions, or RMDs, to ensure the proper amounts are taken from the correct accounts to avoid penalties by the IRS.

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Required Minimum Distributions

We work closely with baby boomers when planning for Required Minimum Distributions, or RMDs, to ensure the proper amounts are taken from the correct accounts to avoid penalties by the IRS.

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Social Security

Did you know that many Social Security recipients fail to maximize their benefits simply because they do not understand their options? Sadly, many Americans end up leaving a portion of their money on the table – but this doesn’t have to be the case.

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Social Security

Did you know that many Social Security recipients fail to maximize their benefits simply because they do not understand their options? Sadly, many Americans end up leaving a portion of their money on the table – but this doesn’t have to be the case.

Learn More

To learn more about our financial and retirement services, fill out the form below and a member of our team will contact you shortly.