Integrating Financial Planning and Investment Management
If you need help understanding how to insure against life’s unexpected events, Bellaire Capital Management is here for you.
We help you map out the path to your Retirement date. From understanding your budget in retirement to planning an efficient investment and then liquidation strategy, we help you plan for Retirement.
Budgeting and Cashflow Planning
The Cornerstone of a sound Financial Plan is your Budget. The whole point of budgeting is to lead your life intentionally. Without a budget it is difficult to save to meet your future goals in life.
We offer Discretionary Separate Accounts Management as well as non-discretionary Investment advice.
Small Business Transition Planning
Integrate your Small Business ownership planning with your Comprehensive Financial Plan. We help you Estimate the Value of Your Firm, plan for your Business Continuity, and structure the Exit Transaction.
We help you plan so that your Financial Plan leaves you with more after tax resources to meet your Financial Goals.
Kevin Spires CFA, FRM